American Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

American Financial 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	$41.8M	Sell	114,217 -3,495	-3%	-$1.19M	5.03%	4
2026 Q1	$35.6M	Sell	117,712 -3,232	-3%	-$1.02M	4.75%	7
2025 Q4	$36.5M	Sell	120,944 -6,688	-5%	-$2.02M	4.72%	7
2025 Q3	$38M	Sell	127,632 -3,244	-2%	-$936K	4.89%	7
2025 Q2	$36.2M	Sell	130,876 -2,185	-2%	-$563K	5.06%	6
2025 Q1	$33.5M	Sell	133,061 -3,006	-2%	-$833K	4.86%	7
2024 Q4	$38.1M	Sell	136,067 -2,818	-2%	-$797K	5.37%	5
2024 Q3	$37.1M	Sell	138,885 -2,683	-2%	-$687K	5.07%	6
2024 Q2	$35.4M	Sell	141,568 -1,986	-1%	-$495K	5.04%	6
2024 Q1	$37.4M	Sell	143,554 -3,190	-2%	-$784K	5.27%	3
2023 Q4	$35.5M	Sell	146,744 -3,294	-2%	-$715K	5.25%	3
2023 Q3	$32.1M	Sell	150,038 -3,460	-2%	-$786K	5.06%	3
2023 Q2	$35.3M	Sell	153,498 -15,302	-9%	-$3.33M	5.52%	2
2023 Q1	$36.5M	Sell	168,800 -2,247	-1%	-$486K	5.95%	3
2022 Q4	$34.3M	Sell	171,047 -1,348	-0.8%	-$276K	5.81%	3
2022 Q3	$33.6M	Sell	172,395 -436	-0.3%	-$93.6K	5.81%	3
2022 Q2	$34.1M	Sell	172,831 -406	-0.2%	-$88K	9.04%	2
2022 Q1	$43M	Buy	173,237 +12,214	+8%	+$3.01M	5.97%	2
2021 Q4	$45.4M	Buy	161,023 +72	+0%	+$20.6K	5.77%	3
2021 Q3	$45.1M	Sell	160,951 -564	-0.3%	-$161K	6.02%	2
2021 Q2	$46.8M	Buy	161,515 +1,266	+0.8%	+$354K	6.44%	2
2021 Q1	$44M	Sell	160,249 -5,961	-4%	-$1.68M	6.54%	2
2020 Q4	$44.5M	Buy	166,210 +590	+0.4%	+$143K	6.35%	2
2020 Q3	$35.6M	Sell	165,620 -5,964	-3%	-$1.26M	5.78%	2
2020 Q2	$35.4M	Sell	171,584 -1,341	-0.8%	-$242K	5.67%	2
2020 Q1	$29.8M	Buy	172,925 +16,809	+11%	+$3.12M	5.34%	1
2019 Q4	$28.3M	Buy	156,116 +3,278	+2%	+$622K	4.96%	2
2019 Q3	$27.8M	Buy	152,838 +4,478	+3%	+$834K	5.26%	5
2019 Q2	$27.6M	Sell	148,360 -819	-0.5%	-$149K	5.39%	4
2019 Q1	$26.8M	Sell	149,179 -15,398	-9%	-$2.64M	5.47%	4
2018 Q4	$24.8M	Buy	+164,577	New	+$27.1M	5.43%	4

Other funds holding VBK

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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 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

American Financial Advisors's VBK Position: Q2 2026 in Review

American Financial Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 3% in Q2 2026, selling an estimated $1.19M and leaving 114,217 shares worth $41.8M. The position accounts for 5.03% of the portfolio, ranked #4.

American Financial Advisors first reported a position in VBK in Q4 2018 and has held it in 31 quarters since. The position peaked at $46.8M in Q2 2021. 397 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

American Financial Advisors held 114,217 shares of Vanguard Small-Cap Growth ETF worth $41.8M as of Q2 2026.
American Financial Advisors sold 3,495 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
Vanguard Small-Cap Growth ETF made up 5.03% of American Financial Advisors's portfolio in Q2 2026, its #4 holding.
American Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
American Financial Advisors's Vanguard Small-Cap Growth ETF position peaked at $46.8M in Q2 2021.
397 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.