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Juncture Wealth Strategies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Juncture Wealth Strategies’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 		$2.52M Sell
6,883
-87
-1% -$29.6K 0.65% 39
2026
Q1 		$2.11M Sell
6,970
-6
-0.1% -$1.89K 0.7% 25
2025
Q4 		$2.11M Sell
6,976
-1,187
-15% -$358K 0.69% 26
2025
Q3 		$2.43M Sell
8,163
-3,051
-27% -$881K 0.81% 22
2025
Q2 		$3.11M Sell
11,214
-2,755
-20% -$709K 1.1% 18
2025
Q1 		$3.52M Buy
13,969
+287
+2% +$79.5K 1.37% 15
2024
Q4 		$3.83M Buy
13,682
+527
+4% +$149K 1.43% 15
2024
Q3 		$3.52M Buy
13,155
+951
+8% +$244K 1.36% 16
2024
Q2 		$3.05M Buy
12,204
+1,456
+14% +$363K 1.28% 17
2024
Q1 		$2.8M Buy
10,748
+4,219
+65% +$1.04M 1.21% 18
2023
Q4 		$1.58M Buy
6,529
+652
+11% +$142K 0.72% 29
2023
Q3 		$1.26M Buy
+5,877
New +$1.34M 0.62% 35

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

Juncture Wealth Strategies's VBK Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.2% in Q2 2026, selling an estimated $29.6K and leaving 6,883 shares worth $2.52M. The position accounts for 0.65% of the portfolio, ranked #39.

Juncture Wealth Strategies first reported a position in VBK in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q4 2024. 476 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Juncture Wealth Strategies held 6,883 shares of Vanguard Small-Cap Growth ETF worth $2.52M as of Q2 2026.
  • Juncture Wealth Strategies sold 87 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Small-Cap Growth ETF made up 0.65% of Juncture Wealth Strategies's portfolio in Q2 2026, its #39 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Small-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Juncture Wealth Strategies's Vanguard Small-Cap Growth ETF position peaked at $3.83M in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.