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JNBA Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

JNBA Financial 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 		$123K Sell
335
-27
-7% -$9.2K 0.01% 229
2026
Q1 		$109K Sell
362
-13
-3% -$4.09K 0.01% 226
2025
Q4 		$113K Hold
375
– – 0.01% 228
2025
Q3 		$112K Hold
375
– – 0.01% 216
2025
Q2 		$104K Buy
375
+67
+22% +$17.3K 0.01% 217
2025
Q1 		$77.5K Sell
308
-28
-8% -$7.76K 0.01% 241
2024
Q4 		$94.1K Buy
336
+150
+81% +$42.4K 0.01% 225
2024
Q3 		$49.7K Hold
186
– – 0.01% 288
2024
Q2 		$46.5K Sell
186
-68
-27% -$17K ﹤0.01% 292
2024
Q1 		$66.2K Buy
254
+8
+3% +$1.97K 0.01% 265
2023
Q4 		$59.5K Hold
246
– – 0.01% 269
2023
Q3 		$52.7K Hold
246
– – 0.01% 271
2023
Q2 		$56.5K Sell
246
-12
-5% -$2.61K 0.01% 271
2023
Q1 		$55.8K Sell
258
-12
-4% -$2.59K 0.01% 274
2022
Q4 		$54.1K Hold
270
– – 0.01% 273
2022
Q3 		$53K Hold
270
– – 0.01% 267
2022
Q2 		$53K Hold
270
– – 0.01% 273
2022
Q1 		$67K Sell
270
-84
-24% -$20.7K 0.01% 259
2021
Q4 		$100K Buy
354
+56
+19% +$16.1K 0.01% 236
2021
Q3 		$83K Hold
298
– – 0.01% 241
2021
Q2 		$86K Sell
298
-18
-6% -$5.04K 0.01% 240
2021
Q1 		$87K Sell
316
-35
-10% -$9.87K 0.01% 233
2020
Q4 		$94K Hold
351
– – 0.02% 213
2020
Q3 		$75K Hold
351
– – 0.02% 213
2020
Q2 		$70K Hold
351
– – 0.02% 211
2020
Q1 		$53K Hold
351
– – 0.01% 213
2019
Q4 		$70K Sell
351
-54
-13% -$10.2K 0.01% 211
2019
Q3 		$74K Hold
405
– – 0.02% 196
2019
Q2 		$75K Hold
405
– – 0.02% 199
2019
Q1 		$73K Hold
405
– – 0.02% 191
2018
Q4 		$61K Buy
+405
New +$66.8K 0.01% 187
2018
Q3 		– Sell
-1,108
Closed -$195K – 707
2018
Q2 		$195K Hold
1,108
– – 0.04% 130
2018
Q1 		$182K Sell
1,108
-26
-2% -$4.29K 0.04% 132
2017
Q4 		$182K Sell
1,134
-369
-25% -$58K 0.04% 132
2017
Q3 		$229K Sell
1,503
-306
-17% -$45K 0.05% 109
2017
Q2 		$264K Hold
1,809
– – 0.06% 102
2017
Q1 		$254K Buy
1,809
+665
+58% +$92.1K 0.06% 102
2016
Q4 		$152K Buy
1,144
+1,036
+959% +$135K 0.04% 135
2016
Q3 		$14K Sell
108
-723
-87% -$94.2K ﹤0.01% 933
2016
Q2 		$103K Hold
831
– – 0.03% 160
2016
Q1 		$99K Hold
831
– – 0.04% 150
2015
Q4 		$101K Buy
831
+536
+182% +$66.1K 0.04% 146
2015
Q3 		$35K Hold
295
– – 0.01% 218
2015
Q2 		$40K Hold
295
– – 0.02% 207
2015
Q1 		$39K Hold
295
– – 0.02% 213
2014
Q4 		$37K Hold
295
– – 0.01% 215
2014
Q3 		$36K Hold
295
– – 0.02% 220
2014
Q2 		$38K Hold
295
– – 0.02% 203
2014
Q1 		$37K Hold
295
– – 0.02% 191
2013
Q4 		$36K Hold
295
– – 0.02% 189
2013
Q3 		$34K Hold
295
– – 0.02% 181
2013
Q2 		$30K Buy
+295
New +$29.8K 0.02% 172

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
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
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
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

JNBA Financial Advisors's VBK Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 7.5% in Q2 2026, selling an estimated $9.2K and leaving 335 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #229.

JNBA Financial Advisors first reported a position in VBK in Q2 2013 and has held it in 52 quarters since. The position peaked at $264K in Q2 2017. 484 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • JNBA Financial Advisors held 335 shares of Vanguard Small-Cap Growth ETF worth $123K as of Q2 2026.
  • JNBA Financial Advisors sold 27 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $9.2K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • JNBA Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Vanguard Small-Cap Growth ETF position peaked at $264K in Q2 2017.
  • 484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.