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Richardson Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Richardson Financial Services’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 		$2.27M Buy
6,204
+45
+0.7% +$15.3K 1.29% 16
2026
Q1 		$1.86M Sell
6,159
-196
-3% -$61.6K 1.16% 16
2025
Q4 		$2.36M Sell
6,355
-389
-6% -$117K 0.76% 15
2025
Q3 		$2.01M Sell
6,744
-80
-1% -$23.1K 1.24% 16
2025
Q2 		$1.89M Sell
6,824
-261
-4% -$67.2K 1.27% 15
2025
Q1 		$1.78M Sell
7,085
-297
-4% -$82.3K 1.36% 13
2024
Q4 		$2.07M Buy
7,382
+24
+0.3% +$6.78K 1.46% 13
2024
Q3 		$1.84M Buy
7,358
+63
+0.9% +$16.1K 1.17% 15
2024
Q2 		$1.82M Buy
7,295
+107
+1% +$26.7K 1.31% 13
2024
Q1 		$1.87M Sell
7,188
-1,792
-20% -$440K 1.32% 13
2023
Q4 		$2.17M Buy
+8,980
New +$1.95M 1.9% 8

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Richardson Financial Services's VBK Position: Q2 2026 in Review

Richardson Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.73% in Q2 2026, buying an estimated $15.3K and bringing the position to 6,204 shares worth $2.27M. The position accounts for 1.29% of the portfolio, ranked #16.

Richardson Financial Services first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q4 2025. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Richardson Financial Services held 6,204 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.27M as of Q2 2026.
  • Richardson Financial Services bought 45 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.29% of Richardson Financial Services's portfolio in Q2 2026, its #16 holding.
  • Richardson Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.36M in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.