Ritter Daniher Financial Advisory’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$177K Buy
485
+3
+0.6% +$1.02K 0.03% 173
2026
Q1
$146K Sell
482
-102
-17% -$32.1K 0.02% 184
2025
Q4
$176K Buy
+584
New +$176K 0.03% 177

Other funds holding VBK

Ritter Daniher Financial Advisory's VBK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.62% in Q2 2026, buying an estimated $1.02K and bringing the position to 485 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #173.

Ritter Daniher Financial Advisory first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ritter Daniher Financial Advisory held 485 shares of Vanguard Morningstar Small-Cap Growth ETF worth $177K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 3 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.02K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #173 holding.
  • Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.