CFFP
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Center for Financial Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Center for Financial Planning’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 		$3.69M Sell
10,099
-417
-4% -$142K 0.35% 25
2026
Q1 		$3.18M Sell
10,516
-342
-3% -$107K 0.33% 25
2025
Q4 		$3.28M Sell
10,858
-277
-2% -$83.6K 0.34% 23
2025
Q3 		$3.31M Sell
11,135
-600
-5% -$173K 0.35% 21
2025
Q2 		$3.25M Sell
11,735
-1,185
-9% -$305K 0.37% 18
2025
Q1 		$3.25M Sell
12,920
-312
-2% -$86.5K 0.42% 17
2024
Q4 		$3.71M Sell
13,232
-90
-0.7% -$25.4K 0.49% 17
2024
Q3 		$3.56M Sell
13,322
-248
-2% -$63.5K 0.48% 15
2024
Q2 		$3.39M Sell
13,570
-366
-3% -$91.3K 0.49% 17
2024
Q1 		$3.63M Sell
13,936
-204
-1% -$50.1K 0.54% 14
2023
Q4 		$3.42M Buy
14,140
+11,889
+528% +$2.58M 0.63% 13
2023
Q3 		$482K Sell
2,251
-625
-22% -$142K 0.1% 82
2023
Q2 		$661K Hold
2,876
– – 0.14% 65
2023
Q1 		$622K Sell
2,876
-50
-2% -$10.8K 0.14% 66
2022
Q4 		$587K Sell
2,926
-1,700
-37% -$348K 0.14% 66
2022
Q3 		$903K Buy
4,626
+1,115
+32% +$239K 0.24% 53
2022
Q2 		$692K Buy
3,511
+672
+24% +$146K 0.18% 63
2022
Q1 		$704K Buy
2,839
+991
+54% +$244K 0.14% 70
2021
Q4 		$521K Buy
1,848
+26
+1% +$7.46K 0.11% 80
2021
Q3 		$510K Hold
1,822
– – 0.12% 77
2021
Q2 		$528K Sell
1,822
-189
-9% -$52.9K 0.13% 77
2021
Q1 		$552K Buy
2,011
+52
+3% +$14.7K 0.14% 74
2020
Q4 		$524K Sell
1,959
-675
-26% -$163K 0.15% 70
2020
Q3 		$566K Sell
2,634
-475
-15% -$100K 0.18% 59
2020
Q2 		$621K Sell
3,109
-1,708
-35% -$308K 0.22% 51
2020
Q1 		$724K Buy
4,817
+4,684
+3,522% +$869K 0.24% 46
2019
Q4 		$26K Buy
+133
New +$25.2K 0.01% 241

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Center for Financial Planning's VBK Position: Q2 2026 in Review

Center for Financial Planning reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 4% in Q2 2026, selling an estimated $142K and leaving 10,099 shares worth $3.69M. The position accounts for 0.35% of the portfolio, ranked #25.

Center for Financial Planning first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q4 2024. 424 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Center for Financial Planning held 10,099 shares of Vanguard Small-Cap Growth ETF worth $3.69M as of Q2 2026.
  • Center for Financial Planning sold 417 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Small-Cap Growth ETF made up 0.35% of Center for Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Center for Financial Planning first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Vanguard Small-Cap Growth ETF position peaked at $3.71M in Q4 2024.
  • 424 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.