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

Amplius 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 		$582K Buy
1,591
+32
+2% +$10.9K 0.04% 110
2026
Q1 		$471K Hold
1,559
– – 0.04% 112
2025
Q4 		$471K Hold
1,559
– – 0.04% 110
2025
Q3 		$464K Sell
1,559
-201
-11% -$58K 0.04% 112
2025
Q2 		$487K Sell
1,760
-1,192
-40% -$307K 0.05% 122
2025
Q1 		$743K Buy
2,952
+1,175
+66% +$326K 0.08% 88
2024
Q4 		$498K Sell
1,777
-5
-0.3% -$1.41K 0.05% 104
2024
Q3 		$476K Sell
1,782
-29
-2% -$7.43K 0.05% 100
2024
Q2 		$453K Sell
1,811
-80
-4% -$20K 0.05% 103
2024
Q1 		$493K Sell
1,891
-12
-0.6% -$2.95K 0.06% 100
2023
Q4 		$460K Sell
1,903
-167
-8% -$36.3K 0.06% 101
2023
Q3 		$443K Buy
2,070
+87
+4% +$19.8K 0.06% 99
2023
Q2 		$456K Sell
1,983
-26
-1% -$5.66K 0.06% 104
2023
Q1 		$435K Sell
2,009
-303
-13% -$65.5K 0.06% 109
2022
Q4 		$464K Sell
2,312
-985
-30% -$201K 0.07% 94
2022
Q3 		$643K Sell
3,297
-55,828
-94% -$12M 0.12% 71
2022
Q2 		$11.6M Buy
59,125
+52,891
+848% +$11.5M 1.88% 18
2022
Q1 		$1.55M Buy
6,234
+4,766
+325% +$1.17M 0.24% 50
2021
Q4 		$413K Buy
+1,468
New +$421K 0.06% 126

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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
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

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

Amplius Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,591 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #110.

Amplius Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2022. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Amplius Wealth Advisors held 1,591 shares of Vanguard Small-Cap Growth ETF worth $582K as of Q2 2026.
  • Amplius Wealth Advisors bought 32 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Small-Cap Growth ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $11.6M in Q2 2022.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.