DWM
VBK icon

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

Dopkins 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 		$8.77M Buy
23,986
+284
+1% +$96.7K 3.19% 8
2026
Q1 		$7.16M Sell
23,702
-296
-1% -$93K 2.88% 9
2025
Q4 		$7.25M Sell
23,998
-249
-1% -$75.1K 2.96% 8
2025
Q3 		$7.22M Sell
24,247
-1,364
-5% -$394K 3.04% 8
2025
Q2 		$7.09M Buy
25,611
+952
+4% +$245K 3.18% 7
2025
Q1 		$6.21M Buy
24,659
+1,734
+8% +$480K 3.16% 7
2024
Q4 		$6.42M Buy
22,925
+9,968
+77% +$2.82M 3.27% 6
2024
Q3 		$3.46M Sell
12,957
-2,074
-14% -$531K 2.8% 9
2024
Q2 		$3.76M Sell
15,031
-54
-0.4% -$13.5K 2.29% 11
2024
Q1 		$3.93M Buy
15,085
+466
+3% +$114K 2.37% 11
2023
Q4 		$3.53M Sell
14,619
-897
-6% -$195K 2.75% 11
2023
Q3 		$3.32M Buy
15,516
+196
+1% +$44.5K 2.52% 11
2023
Q2 		$3.52M Buy
15,320
+497
+3% +$108K 3.13% 10
2023
Q1 		$3.21M Buy
14,823
+45
+0.3% +$9.73K 3% 10
2022
Q4 		$2.96M Buy
14,778
+13,153
+809% +$2.69M 2.61% 11
2022
Q3 		$317K Buy
1,625
+3
+0.2% +$644 0.36% 29
2022
Q2 		$320K Buy
1,622
+1
+0.1% +$217 0.35% 26
2022
Q1 		$402K Sell
1,621
-226
-12% -$55.6K 0.44% 24
2021
Q4 		$520K Buy
+1,847
New +$530K 0.51% 20

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 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
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 $59.6B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return