IWN
VBK icon

Independent Wealth Network’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Independent Wealth Network’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 		$1.85M Buy
5,070
+477
+10% +$162K 0.47% 47
2026
Q1 		$1.39M Buy
4,593
+280
+6% +$88K 0.41% 63
2025
Q4 		$1.3M Buy
4,313
+43
+1% +$13K 0.4% 62
2025
Q3 		$1.27M Buy
4,270
+157
+4% +$45.3K 0.41% 62
2025
Q2 		$1.14M Buy
4,113
+277
+7% +$71.3K 0.41% 60
2025
Q1 		$966K Buy
3,836
+258
+7% +$71.5K 0.39% 69
2024
Q4 		$1M Buy
3,578
+862
+32% +$244K 0.41% 63
2024
Q3 		$726K Sell
2,716
-80
-3% -$20.5K 0.32% 80
2024
Q2 		$699K Sell
2,796
-5
-0.2% -$1.25K 0.33% 83
2024
Q1 		$730K Buy
2,801
+84
+3% +$20.6K 0.34% 78
2023
Q4 		$657K Buy
2,717
+17
+0.6% +$3.69K 0.35% 75
2023
Q3 		$578K Buy
2,700
+38
+1% +$8.64K 0.36% 73
2023
Q2 		$612K Buy
2,662
+713
+37% +$155K 0.37% 68
2023
Q1 		$422K Buy
1,949
+264
+16% +$57.1K 0.27% 92
2022
Q4 		$338K Buy
1,685
+6
+0.4% +$1.23K 0.23% 110
2022
Q3 		$328K Buy
1,679
+22
+1% +$4.72K 0.26% 110
2022
Q2 		$326K Buy
1,657
+43
+3% +$9.32K 0.23% 115
2022
Q1 		$401K Buy
1,614
+4
+0.2% +$985 0.25% 107
2021
Q4 		$454K Buy
1,610
+32
+2% +$9.18K 0.28% 103
2021
Q3 		$479K Buy
+1,578
New +$452K 0.31% 96

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

Independent Wealth Network's VBK Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Small-Cap Growth ETF (VBK) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 5,070 shares worth $1.85M. The position accounts for 0.47% of the portfolio, ranked #47.

Independent Wealth Network first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. 355 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Independent Wealth Network held 5,070 shares of Vanguard Small-Cap Growth ETF worth $1.85M as of Q2 2026.
  • Independent Wealth Network bought 477 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Small-Cap Growth ETF made up 0.47% of Independent Wealth Network's portfolio in Q2 2026, its #47 holding.
  • Independent Wealth Network first reported a position in Vanguard Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 355 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.