KF
VBK icon

K2 Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

K2 Financial’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 		$624K Sell
1,731
-16
-0.9% -$5.45K 0.44% 45
2026
Q1 		$588K Buy
1,747
+17
+1% +$5.34K 0.43% 45
2025
Q4 		$548K Buy
1,730
+43
+3% +$13K 0.42% 46
2025
Q3 		$509K Buy
1,687
+190
+13% +$54.9K 0.41% 47
2025
Q2 		$416K Sell
1,497
-222
-13% -$57.2K 0.37% 50
2025
Q1 		$396K Sell
1,719
-132
-7% -$36.6K 0.39% 49
2024
Q4 		$519K Buy
+1,851
New +$523K 0.52% 45

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

K2 Financial's VBK Position: Q2 2026 in Review

K2 Financial reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.92% in Q2 2026, selling an estimated $5.45K and leaving 1,731 shares worth $624K. The position accounts for 0.44% of the portfolio, ranked #45.

K2 Financial first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • K2 Financial held 1,731 shares of Vanguard Small-Cap Growth ETF worth $624K as of Q2 2026.
  • K2 Financial sold 16 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Small-Cap Growth ETF made up 0.44% of K2 Financial's portfolio in Q2 2026, its #45 holding.
  • K2 Financial first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 383 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.