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Richards, Merrill & Peterson’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Richards, Merrill & Peterson’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Sell
360
-11
-3% -$3.75K 0.04% 209
2026
Q1 		$112K Hold
371
– – 0.04% 206
2025
Q4 		$112K Hold
371
– – 0.04% 191
2025
Q3 		$110K Hold
371
– – 0.05% 176
2025
Q2 		$103K Hold
371
– – 0.05% 164
2025
Q1 		$93.4K Hold
371
– – 0.05% 195
2024
Q4 		$104K Buy
+371
New +$105K 0.05% 185

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Richards, Merrill & Peterson's VBK Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3% in Q2 2026, selling an estimated $3.75K and leaving 360 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #209.

Richards, Merrill & Peterson first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Richards, Merrill & Peterson held 360 shares of Vanguard Morningstar Small-Cap Growth ETF worth $132K as of Q2 2026.
  • Richards, Merrill & Peterson sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.75K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #209 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.