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Investment Research & Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Investment Research & Advisory Group’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 		$271K Buy
742
+1
+0.1% +$341 0.08% 74
2026
Q1 		$224K Hold
741
– – 0.08% 74
2025
Q4 		$224K Hold
741
– – 0.07% 72
2025
Q3 		$221K Buy
+741
New +$214K 0.07% 71

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Investment Research & Advisory Group's VBK Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.13% in Q2 2026, buying an estimated $341 and bringing the position to 742 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #74.

Investment Research & Advisory Group first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Investment Research & Advisory Group held 742 shares of Vanguard Small-Cap Growth ETF worth $271K as of Q2 2026.
  • Investment Research & Advisory Group bought 1 Vanguard Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Small-Cap Growth ETF made up 0.08% of Investment Research & Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.