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

LifeSteps 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 		$39.9K Buy
+109
New +$37.1K 0.02% 238
2024
Q2 		– Sell
-55
Closed -$14.3K – 393
2024
Q1 		$14.3K Buy
+55
New +$13.5K 0.01% 271

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

LifeSteps Financial's VBK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 109 shares worth $39.9K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VBK as recently as Q1 2024.

LifeSteps Financial first reported a position in VBK in Q1 2024 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • LifeSteps Financial held 109 shares of Vanguard Small-Cap Growth ETF worth $39.9K as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #238 holding.
  • LifeSteps Financial first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.