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Leavell Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Leavell Investment Management’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 		$2.94M Buy
8,033
+1,206
+18% +$411K 0.11% 180
2026
Q1 		$2.06M Buy
6,827
+347
+5% +$109K 0.08% 217
2025
Q4 		$1.96M Buy
6,480
+132
+2% +$39.8K 0.08% 220
2025
Q3 		$1.89M Buy
6,348
+545
+9% +$157K 0.08% 223
2025
Q2 		$1.61M Sell
5,803
-235
-4% -$60.5K 0.07% 241
2025
Q1 		$1.52M Buy
6,038
+371
+7% +$103K 0.08% 234
2024
Q4 		$1.59M Buy
5,667
+296
+6% +$83.7K 0.08% 227
2024
Q3 		$1.44M Buy
5,371
+519
+11% +$133K 0.07% 241
2024
Q2 		$1.22M Buy
4,852
+180
+4% +$44.9K 0.07% 243
2024
Q1 		$1.22M Buy
4,672
+215
+5% +$52.8K 0.07% 239
2023
Q4 		$1.08M Buy
4,457
+356
+9% +$77.3K 0.07% 247
2023
Q3 		$878K Sell
4,101
-61
-1% -$13.9K 0.06% 265
2023
Q2 		$956K Sell
4,162
-524
-11% -$114K 0.06% 256
2023
Q1 		$1.01M Buy
4,686
+479
+11% +$104K 0.07% 241
2022
Q4 		$844K Sell
4,207
-460
-10% -$94.1K 0.06% 257
2022
Q3 		$911K Buy
4,667
+230
+5% +$49.4K 0.07% 233
2022
Q2 		$874K Buy
4,437
+340
+8% +$73.7K 0.07% 240
2022
Q1 		$1.02M Buy
4,097
+376
+10% +$92.6K 0.07% 231
2021
Q4 		$1.05M Buy
3,721
+1,744
+88% +$500K 0.07% 236
2021
Q3 		$554K Buy
1,977
+837
+73% +$240K 0.04% 282
2021
Q2 		$313K Hold
1,140
– – 0.03% 333
2021
Q1 		$313K Buy
1,140
+60
+6% +$16.9K 0.03% 333
2020
Q4 		$289K Sell
1,080
-6,274
-85% -$1.52M 0.03% 335
2020
Q3 		$1.58M Buy
7,354
+196
+3% +$41.4K 0.14% 142
2020
Q2 		$1.43M Buy
+7,158
New +$1.29M 0.14% 142

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

Leavell Investment Management's VBK Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 18% in Q2 2026, buying an estimated $411K and bringing the position to 8,033 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #180.

Leavell Investment Management first reported a position in VBK in Q2 2020 and has held it in 25 quarters since. 323 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Leavell Investment Management held 8,033 shares of Vanguard Small-Cap Growth ETF worth $2.94M as of Q2 2026.
  • Leavell Investment Management bought 1,206 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $411K.
  • Vanguard Small-Cap Growth ETF made up 0.11% of Leavell Investment Management's portfolio in Q2 2026, its #180 holding.
  • Leavell Investment Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 323 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.