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Waters Parkerson & Co’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Waters Parkerson & Co’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 		$238K Buy
+650
New +$221K 0.01% 184
2026
Q1 		– Sell
-899
Closed -$272K – 195
2025
Q4 		$272K Buy
+899
New +$271K 0.01% 170

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Waters Parkerson & Co's VBK Position: Q2 2026 in Review

Waters Parkerson & Co opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 650 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Waters Parkerson & Co previously reported a position in VBK as recently as Q4 2025.

Waters Parkerson & Co first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 885 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Waters Parkerson & Co held 650 shares of Vanguard Morningstar Small-Cap Growth ETF worth $238K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Waters Parkerson & Co position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Waters Parkerson & Co's portfolio in Q2 2026, its #184 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Waters Parkerson & Co's Vanguard Morningstar Small-Cap Growth ETF position peaked at $272K in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.