BWM
VBK icon

Brown Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Brown Wealth 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 		$2.39M Sell
6,546
-37
-0.6% -$12.6K 0.54% 31
2026
Q1 		$1.99M Buy
6,583
+40
+0.6% +$12.6K 0.51% 32
2025
Q4 		$1.98M Sell
6,543
-2,561
-28% -$773K 0.52% 36
2025
Q3 		$2.71M Buy
9,104
+9
+0.1% +$2.6K 0.76% 33
2025
Q2 		$2.52M Sell
9,095
-3,979
-30% -$1.02M 0.78% 33
2025
Q1 		$3.29M Buy
13,074
+2,535
+24% +$702K 1.13% 23
2024
Q4 		$2.95M Buy
10,539
+310
+3% +$87.6K 1.05% 24
2024
Q3 		$2.73M Buy
10,229
+46
+0.5% +$11.8K 0.99% 24
2024
Q2 		$2.55M Buy
10,183
+1,773
+21% +$442K 1.03% 24
2024
Q1 		$2.19M Buy
8,410
+196
+2% +$48.1K 0.91% 26
2023
Q4 		$1.99M Sell
8,214
-1,878
-19% -$408K 0.88% 28
2023
Q3 		$2.16M Buy
10,092
+3,747
+59% +$852K 1.03% 24
2023
Q2 		$1.46M Buy
+6,345
New +$1.38M 0.75% 32

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brown Wealth Management's VBK Position: Q2 2026 in Review

Brown Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.56% in Q2 2026, selling an estimated $12.6K and leaving 6,546 shares worth $2.39M. The position accounts for 0.54% of the portfolio, ranked #31.

Brown Wealth Management first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.29M in Q1 2025. 322 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Brown Wealth Management held 6,546 shares of Vanguard Small-Cap Growth ETF worth $2.39M as of Q2 2026.
  • Brown Wealth Management sold 37 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard Small-Cap Growth ETF made up 0.54% of Brown Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Brown Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $3.29M in Q1 2025.
  • 322 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.