Thurston Springer Miller Herd & Titak’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Thurston Springer Miller Herd & Titak’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	$162K	Buy	443 +32	+8%	+$10.9K	0.06%	277
2026 Q1	$124K	Sell	411 -150	-27%	-$47.1K	0.05%	336
2025 Q4	$169K	Buy	561 +557	+13,925%	+$168K	0.06%	271
2025 Q3	$1.19K	Sell	4 -1,459	-100%	-$421K	﹤0.01%	499
2025 Q2	$405K	Buy	1,463 +134	+10%	+$34.5K	0.05%	270
2025 Q1	$335K	Buy	1,329 +640	+93%	+$177K	0.06%	238
2024 Q4	$193K	Buy	689 +47	+7%	+$13.3K	0.04%	281
2024 Q3	$172K	Buy	642 +207	+48%	+$53K	0.05%	316
2024 Q2	$109K	Buy	+435	New	+$109K	0.03%	396

Other funds holding VBK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's VBK Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 443 shares worth $162K. The position accounts for 0.06% of the portfolio, ranked #277.

Thurston Springer Miller Herd & Titak first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. The position peaked at $405K in Q2 2025. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Thurston Springer Miller Herd & Titak held 443 shares of Vanguard Morningstar Small-Cap Growth ETF worth $162K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 32 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $10.9K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #277 holding.
Thurston Springer Miller Herd & Titak first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Vanguard Morningstar Small-Cap Growth ETF position peaked at $405K in Q2 2025.
867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.