Hoxton Planning & Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Hoxton Planning & Management’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	$394K	Sell	1,078 -7	-0.6%	-$2.38K	0.1%	148
2026 Q1	$328K	Sell	1,085 -98	-8%	-$30.8K	0.1%	153
2025 Q4	$357K	Buy	1,183 +495	+72%	+$149K	0.11%	136
2025 Q3	$205K	Sell	688 -48	-7%	-$13.9K	0.07%	212
2025 Q2	$204K	Buy	+736	New	+$190K	0.07%	199
2025 Q1	–	Sell	-754	Closed	-$211K	–	215
2024 Q4	$211K	Sell	754 -9	-1%	-$2.54K	0.08%	195
2024 Q3	$204K	Buy	+763	New	+$196K	0.08%	197
2023 Q2	–	Sell	-1,443	Closed	-$312K	–	165
2023 Q1	$312K	Sell	1,443 -186	-11%	-$40.2K	0.17%	113
2022 Q4	$327K	Buy	+1,629	New	+$333K	0.17%	110

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoxton Planning & Management's VBK Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.65% in Q2 2026, selling an estimated $2.38K and leaving 1,078 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #148.

Hoxton Planning & Management first reported a position in VBK in Q4 2022 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Hoxton Planning & Management held 1,078 shares of Vanguard Small-Cap Growth ETF worth $394K as of Q2 2026.
Hoxton Planning & Management sold 7 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $2.38K.
Vanguard Small-Cap Growth ETF made up 0.1% of Hoxton Planning & Management's portfolio in Q2 2026, its #148 holding.
Hoxton Planning & Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.