Genesis Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Genesis Private Wealth’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	$707K	Sell	1,934 -1	-0.1%	-$341	0.2%	73
2026 Q1	$585K	Hold	1,935	–	–	0.18%	78
2025 Q4	$584K	Sell	1,935 -46	-2%	-$13.9K	0.18%	80
2025 Q3	$589K	Sell	1,981 -3	-0.2%	-$866	0.25%	54
2025 Q2	$549K	Sell	1,984 -4	-0.2%	-$1.03K	0.26%	52
2025 Q1	$500K	Buy	1,988 +74	+4%	+$20.5K	0.27%	50
2024 Q4	$536K	Buy	+1,914	New	+$541K	0.3%	45

Other funds holding VBK

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

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 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

Genesis Private Wealth's VBK Position: Q2 2026 in Review

Genesis Private Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.05% in Q2 2026, selling an estimated $341 and leaving 1,934 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #73.

Genesis Private Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Genesis Private Wealth held 1,934 shares of Vanguard Small-Cap Growth ETF worth $707K as of Q2 2026.
Genesis Private Wealth sold 1 Vanguard Small-Cap Growth ETF share in Q2 2026, an estimated $341.
Vanguard Small-Cap Growth ETF made up 0.2% of Genesis Private Wealth's portfolio in Q2 2026, its #73 holding.
Genesis Private Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
284 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.