Whitaker-Myers Wealth Managers’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Whitaker-Myers Wealth Managers's VBK Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.8% in Q2 2026, buying an estimated $988K and bringing the position to 78,324 shares worth $28.6M. The position accounts for 4.78% of the portfolio, ranked #6.

Whitaker-Myers Wealth Managers first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

• Whitaker-Myers Wealth Managers held 78,324 shares of Vanguard Morningstar Small-Cap Growth ETF worth $28.6M as of Q2 2026.
• Whitaker-Myers Wealth Managers bought 2,901 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $988K.
• Vanguard Morningstar Small-Cap Growth ETF made up 4.78% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #6 holding.
• Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
• 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.