RS Crum Inc
VBK icon

RS Crum Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

RS Crum Inc’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
Q3 		$18.9M Buy
55,925
+937
+2% +$327K 3.54% 9
2026
Q2 		$20.1M Buy
54,988
+50
+0.1% +$17K 3.77% 8
2026
Q1 		$16.6M Buy
54,938
+963
+2% +$303K 3.21% 12
2025
Q4 		$16.3M Buy
53,975
+1,140
+2% +$344K 3.26% 11
2025
Q3 		$15.7M Buy
52,835
+1,396
+3% +$403K 3.5% 10
2025
Q2 		$14.2M Buy
51,439
+2,435
+5% +$627K 3.42% 11
2025
Q1 		$12.3M Sell
49,004
-730
-1% -$202K 3.32% 10
2024
Q4 		$13.9M Sell
49,734
-1,865
-4% -$527K 3.44% 11
2024
Q3 		$13.8M Buy
51,599
+803
+2% +$206K 3.23% 12
2024
Q2 		$12.7M Buy
50,796
+4,530
+10% +$1.13M 3.33% 12
2024
Q1 		$12.1M Buy
46,266
+192
+0.4% +$47.2K 3.29% 11
2023
Q4 		$11.1M Sell
46,074
-2,161
-4% -$469K 3.44% 10
2023
Q3 		$10.3M Sell
48,235
-270
-0.6% -$61.4K 3.71% 7
2023
Q2 		$11.1M Buy
48,505
+2,812
+6% +$612K 4.03% 8
2023
Q1 		$9.9M Buy
45,693
+37,193
+438% +$8.04M 3.8% 8
2022
Q4 		$1.7M Sell
8,500
-1,252
-13% -$256K 0.8% 23
2022
Q3 		$1.9M Sell
9,752
-940
-9% -$202K 1% 16
2022
Q2 		$2.11M Sell
10,692
-832
-7% -$180K 1.08% 14
2022
Q1 		$2.86M Sell
11,524
-368
-3% -$90.6K 1.62% 13
2021
Q4 		$3.35M Buy
+11,892
New +$3.41M 1.85% 13

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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

RS Crum Inc's VBK Position: Q3 2026 in Review

RS Crum Inc increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.7% in Q3 2026, buying an estimated $327K and bringing the position to 55,925 shares worth $18.9M. The position accounts for 3.54% of the portfolio, ranked #9.

RS Crum Inc first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $20.1M in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • RS Crum Inc held 55,925 shares of Vanguard Morningstar Small-Cap Growth ETF worth $18.9M as of Q3 2026.
  • RS Crum Inc bought 937 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $327K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.54% of RS Crum Inc's portfolio in Q3 2026, its #9 holding.
  • RS Crum Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • RS Crum Inc's Vanguard Morningstar Small-Cap Growth ETF position peaked at $20.1M in Q2 2026.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on RS Crum Inc's 13F filing for Q3 2026, filed 19 Oct 2026.