GWM
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GK Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

GK Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
+4,031
New +$1.16M 0.64% 32
2026
Q1 		– Sell
-4,285
Closed -$1.11M – 204
2025
Q4 		$1.11M Sell
4,285
-70
-2% -$17.9K 0.73% 29
2025
Q3 		$1.11M Sell
4,355
-2,125
-33% -$527K 0.81% 28
2025
Q2 		$1.54M Buy
6,480
+845
+15% +$189K 1.38% 18
2025
Q1 		$1.25M Buy
5,635
+4,147
+279% +$990K 1.42% 17
2024
Q4 		$358K Buy
+1,488
New +$366K 0.45% 62

Other funds holding VB

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GK Wealth Management's VB Position: Q2 2026 in Review

GK Wealth Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 4,031 shares worth $1.22M. The stake represents 0.64% of the portfolio and ranks #32 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in VB as recently as Q4 2025.

GK Wealth Management first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2025. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • GK Wealth Management held 4,031 shares of Vanguard Small-Cap ETF worth $1.22M as of Q2 2026.
  • Vanguard Small-Cap ETF was a new GK Wealth Management position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.64% of GK Wealth Management's portfolio in Q2 2026, its #32 holding.
  • GK Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Vanguard Small-Cap ETF position peaked at $1.54M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.