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

Inspirion 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 		$15.2M Sell
41,855
-8,213
-16% -$2.8M 1.74% 17
2026
Q1 		$15.1M Sell
50,068
-12,979
-21% -$4.08M 1.88% 18
2025
Q4 		$19M Sell
63,047
-48,456
-43% -$14.6M 2.33% 15
2025
Q3 		$29.8M Sell
111,503
-446
-0.4% -$129K 4.17% 9
2025
Q2 		$31M Sell
111,949
-683
-0.6% -$176K 4.1% 8
2025
Q1 		$28.4M Sell
112,632
-1,004
-0.9% -$278K 3.94% 8
2024
Q4 		$32.3M Buy
113,636
+2,133
+2% +$603K 4.51% 8
2024
Q3 		$29.8M Buy
111,503
+2,005
+2% +$514K 4.17% 9
2024
Q2 		$27.4M Buy
109,498
+2,638
+2% +$658K 4.19% 8
2024
Q1 		$27.9M Buy
106,860
+319
+0.3% +$78.4K 4.6% 8
2023
Q4 		$25.4M Buy
106,541
+1,493
+1% +$324K 4.58% 8
2023
Q3 		$22.5M Buy
105,048
+870
+0.8% +$198K 4.39% 8
2023
Q2 		$23.9M Buy
104,178
+1,957
+2% +$426K 4.59% 8
2023
Q1 		$22.1M Sell
102,221
-4,572
-4% -$988K 4.44% 9
2022
Q4 		$21.4M Sell
106,793
-4,032
-4% -$825K 4.54% 9
2022
Q3 		$21.6M Buy
110,825
+576
+0.5% +$124K 4.88% 7
2022
Q2 		$21.7M Buy
110,249
+1,466
+1% +$318K 4.77% 8
2022
Q1 		$27M Buy
108,783
+9,790
+10% +$2.41M 5.53% 8
2021
Q4 		$27.9M Buy
98,993
+1,770
+2% +$508K 5.88% 10
2021
Q3 		$27.2M Buy
97,223
+3,350
+4% +$959K 6.27% 7
2021
Q2 		$27.2M Buy
93,873
+3,305
+4% +$925K 6.7% 8
2021
Q1 		$24.9M Buy
90,568
+2,504
+3% +$706K 6.59% 10
2020
Q4 		$23.6M Buy
88,064
+939
+1% +$227K 6.63% 7
2020
Q3 		$18.7M Buy
87,125
+7,668
+10% +$1.62M 6.44% 7
2020
Q2 		$15.9M Buy
79,457
+30
+0% +$5.42K 6.23% 7
2020
Q1 		$11.9M Buy
79,427
+1,581
+2% +$293K 5.89% 8
2019
Q4 		$15.5M Buy
77,846
+476
+0.6% +$90.3K 5.22% 8
2019
Q3 		$14.1M Sell
77,370
-1,232
-2% -$229K 6.17% 6
2019
Q2 		$14.6M Buy
78,602
+923
+1% +$168K 6.32% 6
2019
Q1 		$14M Buy
77,679
+4,113
+6% +$706K 6.18% 8
2018
Q4 		$11.1M Sell
73,566
-4,946
-6% -$816K 5.53% 8
2018
Q3 		$14.7M Sell
78,512
-485
-0.6% -$89.2K 6.24% 7
2018
Q2 		$13.9M Buy
78,997
+2,950
+4% +$506K 6.54% 8
2018
Q1 		$12.5M Buy
76,047
+4,211
+6% +$695K 6.09% 8
2017
Q4 		$11.6M Buy
71,836
+242
+0.3% +$38K 5.61% 6
2017
Q3 		$10.9M Buy
71,594
+1,538
+2% +$226K 5.54% 6
2017
Q2 		$10.2M Buy
70,056
+4,238
+6% +$607K 5.54% 7
2017
Q1 		$9.26M Buy
65,818
+21,855
+50% +$3.03M 5.24% 7
2016
Q4 		$5.85M Buy
43,963
+2,722
+7% +$356K 3.71% 8
2016
Q3 		$5.43M Buy
41,241
+2,119
+5% +$276K 3.53% 8
2016
Q2 		$4.85M Buy
39,122
+1,443
+4% +$175K 3.17% 9
2016
Q1 		$4.48M Buy
37,679
+2,115
+6% +$235K 3.14% 9
2015
Q4 		$4.32M Buy
35,564
+402
+1% +$49.6K 3.17% 9
2015
Q3 		$4.14M Buy
35,162
+1,925
+6% +$249K 3.27% 9
2015
Q2 		$4.46M Buy
33,237
+2,906
+10% +$392K 3.3% 9
2015
Q1 		$4M Buy
30,331
+8,929
+42% +$1.16M 3.22% 9
2014
Q4 		$2.69M Buy
+21,402
New +$2.63M 2.5% 13

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

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

Inspirion Wealth Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 16% in Q2 2026, selling an estimated $2.8M and leaving 41,855 shares worth $15.2M. The position accounts for 1.74% of the portfolio, ranked #17.

Inspirion Wealth Advisors first reported a position in VBK in Q4 2014 and has held it in 47 quarters since. The position peaked at $32.3M in Q4 2024. 400 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Inspirion Wealth Advisors held 41,855 shares of Vanguard Small-Cap Growth ETF worth $15.2M as of Q2 2026.
  • Inspirion Wealth Advisors sold 8,213 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $2.8M.
  • Vanguard Small-Cap Growth ETF made up 1.74% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Inspirion Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $32.3M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.