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Financial Life Planners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Financial Life Planners’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 		$11.8K Hold
32
– – 0.01% 227
2026
Q1 		$9.76K Buy
+32
New +$10.1K 0.01% 241
2025
Q4 		– Sell
-32
Closed -$9.58K – 313
2025
Q3 		$9.58K Buy
+32
New +$9.24K 0.01% 251
2025
Q1 		– Sell
-32
Closed -$8.98K – 364
2024
Q4 		$8.98K Buy
+32
New +$9.04K 0.01% 267

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

Financial Life Planners's VBK Position: Q2 2026 in Review

Financial Life Planners held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 32 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #227.

Financial Life Planners first reported a position in VBK in Q4 2024 and has held it in 4 quarters since. 426 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Life Planners held 32 shares of Vanguard Small-Cap Growth ETF worth $11.8K as of Q2 2026.
  • Financial Life Planners left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #227 holding.
  • Financial Life Planners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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