CSF
VBK icon

Capital Squared Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Capital Squared Financial’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 		$1.51M Buy
4,117
+421
+11% +$143K 0.98% 38
2026
Q1 		$1.12M Buy
3,696
+1,081
+41% +$340K 0.85% 41
2025
Q4 		$790K Buy
2,615
+285
+12% +$86K 0.62% 44
2025
Q3 		$693K Buy
2,330
+1,408
+153% +$406K 0.6% 44
2025
Q2 		$255K Buy
+922
New +$237K 0.3% 56

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

Capital Squared Financial's VBK Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 4,117 shares worth $1.51M. The position accounts for 0.98% of the portfolio, ranked #38.

Capital Squared Financial first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Capital Squared Financial held 4,117 shares of Vanguard Small-Cap Growth ETF worth $1.51M as of Q2 2026.
  • Capital Squared Financial bought 421 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Small-Cap Growth ETF made up 0.98% of Capital Squared Financial's portfolio in Q2 2026, its #38 holding.
  • Capital Squared Financial first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.