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Gladwyn Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Gladwyn Financial Advisors’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 		$13.1M Sell
35,730
-484
-1% -$165K 8.17% 1
2026
Q1 		$10.9M Buy
36,214
+650
+2% +$204K 7.62% 2
2025
Q4 		$10.7M Buy
35,564
+164
+0.5% +$49.5K 7.55% 1
2025
Q3 		$10.5M Buy
35,400
+134
+0.4% +$38.7K 7.56% 1
2025
Q2 		$9.77M Buy
+35,266
New +$9.08M 7.56% 1

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

Gladwyn Financial Advisors's VBK Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.3% in Q2 2026, selling an estimated $165K and leaving 35,730 shares worth $13.1M. The position accounts for 8.17% of the portfolio, ranked #1.

Gladwyn Financial Advisors first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gladwyn Financial Advisors held 35,730 shares of Vanguard Small-Cap Growth ETF worth $13.1M as of Q2 2026.
  • Gladwyn Financial Advisors sold 484 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Small-Cap Growth ETF made up 8.17% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.