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Intergy Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Intergy Private 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 		$1.83M Buy
5,018
+729
+17% +$248K 0.42% 36
2026
Q1 		$1.3M Buy
4,289
+62
+1% +$19.5K 0.38% 39
2025
Q4 		$1.28M Buy
4,227
+65
+2% +$19.6K 0.39% 40
2025
Q3 		$1.24M Buy
4,162
+214
+5% +$61.8K 0.39% 38
2025
Q2 		$1.09M Buy
3,948
+147
+4% +$37.9K 0.37% 39
2025
Q1 		$957K Buy
3,801
+66
+2% +$18.3K 0.36% 40
2024
Q4 		$1.05M Buy
3,735
+35
+0.9% +$9.89K 0.39% 39
2024
Q3 		$989K Buy
3,700
+168
+5% +$43K 0.38% 42
2024
Q2 		$884K Buy
3,532
+150
+4% +$37.4K 0.36% 43
2024
Q1 		$882K Buy
3,382
+51
+2% +$12.5K 0.36% 44
2023
Q4 		$805K Buy
3,331
+124
+4% +$26.9K 0.35% 43
2023
Q3 		$687K Buy
3,207
+58
+2% +$13.2K 0.34% 42
2023
Q2 		$723K Buy
3,149
+99
+3% +$21.5K 0.35% 42
2023
Q1 		$660K Buy
3,050
+190
+7% +$41.1K 0.37% 41
2022
Q4 		$574K Buy
2,860
+432
+18% +$88.4K 0.36% 42
2022
Q3 		$474K Buy
2,428
+303
+14% +$65K 0.34% 47
2022
Q2 		$419K Buy
2,125
+450
+27% +$97.6K 0.33% 43
2022
Q1 		$416K Buy
1,675
+472
+39% +$116K 0.29% 37
2021
Q4 		$339K Buy
+1,203
New +$345K 0.26% 43

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

Intergy Private Wealth's VBK Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Small-Cap Growth ETF (VBK) stake by 17% in Q2 2026, buying an estimated $248K and bringing the position to 5,018 shares worth $1.83M. The position accounts for 0.42% of the portfolio, ranked #36.

Intergy Private Wealth first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 322 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Intergy Private Wealth held 5,018 shares of Vanguard Small-Cap Growth ETF worth $1.83M as of Q2 2026.
  • Intergy Private Wealth bought 729 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $248K.
  • Vanguard Small-Cap Growth ETF made up 0.42% of Intergy Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Intergy Private Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 322 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.