AWA
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Aaron Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Aaron Wealth Advisors’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 		$35.5M Sell
96,959
-187
-0.2% -$63.7K 1.8% 11
2026
Q1 		$29.4M Buy
97,146
+9,674
+11% +$3.04M 1.67% 15
2025
Q4 		$26.4M Buy
87,472
+2,185
+3% +$659K 1.44% 15
2025
Q3 		$25.4M Buy
85,287
+27,486
+48% +$7.93M 1.5% 13
2025
Q2 		$16M Sell
57,801
-297
-0.5% -$76.5K 1.64% 14
2025
Q1 		$14.6M Buy
58,098
+2,632
+5% +$729K 1.68% 12
2024
Q4 		$15.5M Buy
55,466
+4,475
+9% +$1.26M 1.8% 12
2024
Q3 		$13.6M Buy
50,991
+8,894
+21% +$2.28M 1.62% 12
2024
Q2 		$10.5M Buy
42,097
+680
+2% +$170K 1.46% 13
2024
Q1 		$10.8M Buy
41,417
+1,772
+4% +$435K 1.55% 13
2023
Q4 		$9.58M Buy
39,645
+1,685
+4% +$366K 1.59% 14
2023
Q3 		$8.13M Buy
37,960
+2,762
+8% +$628K 1.05% 16
2023
Q2 		$8.09M Buy
35,198
+2,151
+7% +$468K 1.05% 18
2023
Q1 		$7.15M Buy
33,047
+8,028
+32% +$1.74M 0.98% 20
2022
Q4 		$5.02M Sell
25,019
-347
-1% -$71K 0.73% 29
2022
Q3 		$4.95M Buy
25,366
+2,182
+9% +$468K 0.91% 24
2022
Q2 		$4.57M Sell
23,184
-5,836,654
-100% -$1.27B 1.15% 20
2022
Q1 		$23.6M Buy
5,859,838
+5,837,436
+26,058% +$1.44B 0.33% 35
2021
Q4 		$6.31M Sell
22,402
-3,204
-13% -$919K 1.76% 13
2021
Q3 		$7.17M Buy
25,606
+3,292
+15% +$942K 2.02% 12
2021
Q2 		$6.47M Buy
22,314
+301
+1% +$84.2K 2.13% 12
2021
Q1 		$6.04M Buy
22,013
+1,018
+5% +$287K 2.22% 13
2020
Q4 		$5.62M Buy
+20,995
New +$5.08M 2.06% 15

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aaron Wealth Advisors's VBK Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.19% in Q2 2026, selling an estimated $63.7K and leaving 96,959 shares worth $35.5M. The position accounts for 1.8% of the portfolio, ranked #11.

Aaron Wealth Advisors first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 397 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aaron Wealth Advisors held 96,959 shares of Vanguard Small-Cap Growth ETF worth $35.5M as of Q2 2026.
  • Aaron Wealth Advisors sold 187 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $63.7K.
  • Vanguard Small-Cap Growth ETF made up 1.8% of Aaron Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 397 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.