BWP
VBK icon

BSW Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

BSW Wealth Partners’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 		$984K Sell
2,692
-179
-6% -$61K 0.11% 108
2026
Q1 		$868K Sell
2,871
-444
-13% -$140K 0.11% 112
2025
Q4 		$1M Sell
3,315
-32
-1% -$9.65K 0.12% 103
2025
Q3 		$996K Sell
3,347
-158
-5% -$45.6K 0.12% 97
2025
Q2 		$971K Hold
3,505
– – 0.13% 93
2025
Q1 		$883K Buy
3,505
+105
+3% +$29.1K 0.13% 90
2024
Q4 		$952K Sell
3,400
-1,468
-30% -$415K 0.14% 90
2024
Q3 		$1.3M Sell
4,868
-37
-0.8% -$9.48K 0.2% 68
2024
Q2 		$1.23M Sell
4,905
-254
-5% -$63.4K 0.2% 67
2024
Q1 		$1.35M Sell
5,159
-519
-9% -$127K 0.23% 61
2023
Q4 		$1.37M Sell
5,678
-333
-6% -$72.3K 0.27% 50
2023
Q3 		$1.29M Sell
6,011
-196
-3% -$44.5K 0.29% 45
2023
Q2 		$1.43M Sell
6,207
-100
-2% -$21.8K 0.3% 46
2023
Q1 		$1.36M Sell
6,307
-92
-1% -$19.9K 0.28% 54
2022
Q4 		$1.28M Buy
+6,399
New +$1.31M 0.28% 52

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

BSW Wealth Partners's VBK Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 6.2% in Q2 2026, selling an estimated $61K and leaving 2,692 shares worth $984K. The position accounts for 0.11% of the portfolio, ranked #108.

BSW Wealth Partners first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q2 2023. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • BSW Wealth Partners held 2,692 shares of Vanguard Small-Cap Growth ETF worth $984K as of Q2 2026.
  • BSW Wealth Partners sold 179 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $61K.
  • Vanguard Small-Cap Growth ETF made up 0.11% of BSW Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • BSW Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $1.43M in Q2 2023.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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