Beacon Financial Strategies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Beacon Financial Strategies’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	$62.2K	Buy	+170	New	+$57.9K	0.03%	82

Other funds holding VBK

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Beacon Financial Strategies's VBK Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 170 shares worth $62.2K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

222 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Beacon Financial Strategies held 170 shares of Vanguard Small-Cap Growth ETF worth $62.2K as of Q2 2026.
Vanguard Small-Cap Growth ETF was a new Beacon Financial Strategies position in Q2 2026.
Vanguard Small-Cap Growth ETF made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #82 holding.
222 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.