Bay Capital Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bay Capital 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	$1.01M	Sell	2,767 -65	-2%	-$22.1K	0.54%	32
2026 Q1	$856K	Sell	2,832 -399	-12%	-$125K	0.53%	34
2025 Q4	$976K	Sell	3,231 -172	-5%	-$51.9K	0.6%	31
2025 Q3	$1.01M	Sell	3,403 -228	-6%	-$65.8K	0.66%	28
2025 Q2	$1.01M	Sell	3,631 -655	-15%	-$169K	0.77%	26
2025 Q1	$1.08M	Sell	4,286 -473	-10%	-$131K	0.9%	25
2024 Q4	$1.33M	Buy	+4,759	New	+$1.35M	1.07%	22

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

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

Bay Capital Advisors's VBK Position: Q2 2026 in Review

Bay Capital Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, selling an estimated $22.1K and leaving 2,767 shares worth $1.01M. The position accounts for 0.54% of the portfolio, ranked #32.

Bay Capital Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2024. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Bay Capital Advisors held 2,767 shares of Vanguard Small-Cap Growth ETF worth $1.01M as of Q2 2026.
Bay Capital Advisors sold 65 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $22.1K.
Vanguard Small-Cap Growth ETF made up 0.54% of Bay Capital Advisors's portfolio in Q2 2026, its #32 holding.
Bay Capital Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Small-Cap Growth ETF position peaked at $1.33M in Q4 2024.
436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.