Whitaker-Myers Wealth Managers, LTD. VBK holdings history
VAN MORST SML-CAP GRO-USD IN · CUSIP 922908595 · CIK 1973849
As of 2026-06-30, Whitaker-Myers Wealth Managers, LTD. reported 78.32K VBK (shares), valued at $28.64M, or 4.78% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 3.85%; reported value increased 25.65%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.78% | 78,324 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.54% | 75,423 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 4.54% | 72,098 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 4.60% | 70,954 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 4.52% | 64,839 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 4.03% | 57,119 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 4.48% | 54,816 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 4.30% | 48,345 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 4.14% | 44,850 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 3.92% | 35,678 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 3.41% | 28,340 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.41% | 28,340 | $6.85M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 3.92% | 35,678 | $9.30M | Shares increased 25.89%; reported value increased 35.76%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 4.14% | 44,850 | $11.22M | Shares increased 25.71%; reported value increased 20.60%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 4.30% | 48,345 | $12.93M | Shares increased 7.79%; reported value increased 15.22%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 4.48% | 54,816 | $15.35M | Shares increased 13.39%; reported value increased 18.77%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 4.03% | 57,119 | $14.38M | Shares increased 4.20%; reported value decreased 6.32%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 4.52% | 64,839 | $17.96M | Shares increased 13.52%; reported value increased 24.86%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 4.60% | 70,954 | $21.12M | Shares increased 9.43%; reported value increased 17.60%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 4.54% | 72,098 | $21.78M | Shares increased 1.61%; reported value increased 3.15%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 4.54% | 75,423 | $22.80M | Shares increased 4.61%; reported value increased 4.66%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 4.78% | 78,324 | $28.64M | Shares increased 3.85%; reported value increased 25.65%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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