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Trust Company of Toledo’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Trust Company of Toledo’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 		$146K Hold
400
– – 0.01% 324
2026
Q1 		$121K Hold
400
– – 0.01% 336
2025
Q4 		$121K Hold
400
– – 0.01% 319
2025
Q3 		$119K Hold
400
– – 0.01% 329
2025
Q2 		$111K Buy
+400
New +$103K 0.01% 323

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SLT
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Trust Company of Toledo's VBK Position: Q2 2026 in Review

Trust Company of Toledo held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 400 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #324.

Trust Company of Toledo first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Trust Company of Toledo held 400 shares of Vanguard Morningstar Small-Cap Growth ETF worth $146K as of Q2 2026.
  • Trust Company of Toledo left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #324 holding.
  • Trust Company of Toledo first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.