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HHM Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

HHM Wealth 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 		$14.6K Hold
40
– – ﹤0.01% 573
2026
Q1 		$12.1K Hold
40
– – ﹤0.01% 604
2025
Q4 		$12.1K Buy
+40
New +$12.1K ﹤0.01% 589
2024
Q4 		– Sell
-35
Closed -$9.36K – 1040
2024
Q3 		$9.36K Hold
35
– – ﹤0.01% 576
2024
Q2 		$8.76K Buy
+35
New +$8.73K ﹤0.01% 563

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's VBK Position: Q2 2026 in Review

HHM Wealth Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 40 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

HHM Wealth Advisors first reported a position in VBK in Q2 2024 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • HHM Wealth Advisors held 40 shares of Vanguard Small-Cap Growth ETF worth $14.6K as of Q2 2026.
  • HHM Wealth Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.