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

LWM 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 		$311K Sell
851
-91
-10% -$31K 0.23% 29
2026
Q1 		$285K Hold
942
– – 0.25% 27
2025
Q4 		$285K Hold
942
– – 0.25% 28
2025
Q3 		$280K Hold
942
– – 0.25% 27
2025
Q2 		$261K Hold
942
– – 0.25% 26
2025
Q1 		$242K Buy
942
+135
+17% +$37.4K 0.25% 26
2024
Q4 		$226K Buy
+807
New +$228K 0.23% 23

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LWM Advisors's VBK Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 9.7% in Q2 2026, selling an estimated $31K and leaving 851 shares worth $311K. The position accounts for 0.23% of the portfolio, ranked #29.

LWM Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • LWM Advisors held 851 shares of Vanguard Small-Cap Growth ETF worth $311K as of Q2 2026.
  • LWM Advisors sold 91 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Small-Cap Growth ETF made up 0.23% of LWM Advisors's portfolio in Q2 2026, its #29 holding.
  • LWM Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.