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Independence Asset Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Independence Asset 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 		$826K Buy
2,259
+2
+0.1% +$681 0.22% 17
2026
Q1 		$682K Buy
+2,257
New +$709K 0.25% 17

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independence Asset Advisors's VBK Position: Q2 2026 in Review

Independence Asset Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.09% in Q2 2026, buying an estimated $681 and bringing the position to 2,259 shares worth $826K. The position accounts for 0.22% of the portfolio, ranked #17.

Independence Asset Advisors first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Independence Asset Advisors held 2,259 shares of Vanguard Small-Cap Growth ETF worth $826K as of Q2 2026.
  • Independence Asset Advisors bought 2 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
  • Vanguard Small-Cap Growth ETF made up 0.22% of Independence Asset Advisors's portfolio in Q2 2026, its #17 holding.
  • Independence Asset Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.