Beaumont Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Beaumont Asset Management’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	$278K	Buy	+761	New	+$259K	0.11%	66

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Beaumont Asset Management's VBK Position: Q2 2026 in Review

Beaumont Asset Management opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 761 shares worth $278K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

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

Beaumont Asset Management held 761 shares of Vanguard Small-Cap Growth ETF worth $278K as of Q2 2026.
Vanguard Small-Cap Growth ETF was a new Beaumont Asset Management position in Q2 2026.
Vanguard Small-Cap Growth ETF made up 0.11% of Beaumont Asset Management's portfolio in Q2 2026, its #66 holding.
397 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.