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Aventura Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Aventura Private Wealth’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 		$9.14K Hold
25
– – ﹤0.01% 614
2026
Q1 		$7.56K Hold
25
– – ﹤0.01% 584
2025
Q4 		$7.55K Hold
25
– – ﹤0.01% 543
2025
Q3 		$7.44K Hold
25
– – ﹤0.01% 533
2025
Q2 		$6.92K Hold
25
– – ﹤0.01% 515
2025
Q1 		$6.29K Hold
25
– – ﹤0.01% 507
2024
Q4 		$7K Buy
+25
New +$7.07K ﹤0.01% 481

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

Aventura Private Wealth's VBK Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 25 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Aventura Private Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aventura Private Wealth held 25 shares of Vanguard Small-Cap Growth ETF worth $9.14K as of Q2 2026.
  • Aventura Private Wealth left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #614 holding.
  • Aventura Private Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.