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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
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 		$9.89M 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

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RS Crum Inc's VBK Position: Q2 2026 in Review

RS Crum Inc increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.09% in Q2 2026, buying an estimated $17K and bringing the position to 54,988 shares worth $20.1M. The position accounts for 3.77% of the portfolio, ranked #8.

RS Crum Inc first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • RS Crum Inc held 54,988 shares of Vanguard Morningstar Small-Cap Growth ETF worth $20.1M as of Q2 2026.
  • RS Crum Inc bought 50 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.77% of RS Crum Inc's portfolio in Q2 2026, its #8 holding.
  • RS Crum Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.