HIW
VBK icon

Holos Integrated Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Holos Integrated 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 		$238K Hold
673
– – 0.11% 74
2026
Q1 		$207K Sell
673
-38
-5% -$11.9K 0.1% 79
2025
Q4 		$218K Hold
711
– – 0.12% 65
2025
Q3 		$210K Hold
711
– – 0.12% 62
2025
Q2 		$198K Hold
711
– – 0.12% 63
2025
Q1 		$179K Hold
711
– – 0.12% 68
2024
Q4 		$199K Buy
+711
New +$201K 0.14% 57

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

Holos Integrated Wealth's VBK Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 673 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #74.

Holos Integrated Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Holos Integrated Wealth held 673 shares of Vanguard Small-Cap Growth ETF worth $238K as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.11% of Holos Integrated Wealth's portfolio in Q2 2026, its #74 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.