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

Whitaker-Myers Wealth Managers’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 Q3	$27M	Buy	79,966 +1,642	+2%	+$573K	4.4%	7
2026 Q2	$28.6M	Buy	78,324 +2,901	+4%	+$988K	4.78%	6
2026 Q1	$22.8M	Buy	75,423 +3,325	+5%	+$1.05M	4.54%	7
2025 Q4	$21.8M	Buy	72,098 +1,144	+2%	+$345K	4.54%	7
2025 Q3	$21.1M	Buy	70,954 +6,115	+9%	+$1.77M	4.6%	6
2025 Q2	$18M	Buy	64,839 +7,720	+14%	+$1.99M	4.52%	6
2025 Q1	$14.4M	Buy	57,119 +2,303	+4%	+$638K	4.03%	7
2024 Q4	$15.4M	Buy	54,816 +6,471	+13%	+$1.83M	4.48%	6
2024 Q3	$12.9M	Buy	48,345 +3,495	+8%	+$896K	4.3%	6
2024 Q2	$11.2M	Buy	44,850 +9,172	+26%	+$2.29M	4.14%	6
2024 Q1	$9.3M	Buy	35,678 +7,338	+26%	+$1.8M	3.92%	6
2023 Q4	$6.85M	Buy	28,340 +4,359	+18%	+$946K	3.41%	7
2023 Q3	$5.14M	Buy	23,981 +6,083	+34%	+$1.38M	3.19%	8
2023 Q2	$4.11M	Buy	17,898 +3,330	+23%	+$724K	2.75%	8
2023 Q1	$3.15M	Buy	14,568 +5,727	+65%	+$1.24M	2.44%	8
2022 Q4	$1.77M	Buy	+8,841	New	+$1.81M	1.7%	16

Other funds holding VBK

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VBK Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q3 2026, buying an estimated $573K and bringing the position to 79,966 shares worth $27M. The position accounts for 4.4% of the portfolio, ranked #7.

Whitaker-Myers Wealth Managers first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.6M in Q2 2026. 64 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Whitaker-Myers Wealth Managers held 79,966 shares of Vanguard Morningstar Small-Cap Growth ETF worth $27M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 1,642 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $573K.
Vanguard Morningstar Small-Cap Growth ETF made up 4.4% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #7 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's Vanguard Morningstar Small-Cap Growth ETF position peaked at $28.6M in Q2 2026.
64 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.