Moisand Fitzgerald Tamayo’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Moisand Fitzgerald Tamayo’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	$364K	Hold	996	–	–	0.04%	96
2026 Q1	$301K	Hold	996	–	–	0.03%	94
2025 Q4	$301K	Hold	996	–	–	0.03%	98
2025 Q3	$296K	Hold	996	–	–	0.03%	99
2025 Q2	$276K	Hold	996	–	–	0.03%	100
2025 Q1	$251K	Hold	996	–	–	0.03%	101
2024 Q4	$279K	Hold	996	–	–	0.04%	94
2024 Q3	$266K	Hold	996	–	–	0.04%	96
2024 Q2	$249K	Sell	996 -4	-0.4%	-$998	0.04%	96
2024 Q1	$261K	Hold	1,000	–	–	0.04%	93
2023 Q4	$242K	Hold	1,000	–	–	0.04%	92
2023 Q3	$214K	Hold	1,000	–	–	0.05%	94
2023 Q2	$230K	Hold	1,000	–	–	0.05%	93
2023 Q1	$216K	Hold	1,000	–	–	0.05%	95
2022 Q4	$201K	Hold	1,000	–	–	0.05%	101
2022 Q3	$195K	Hold	1,000	–	–	0.05%	95
2022 Q2	$197K	Buy	1,000 +869	+663%	+$188K	0.05%	97
2022 Q1	$33K	Sell	131 -869	-87%	-$214K	0.02%	118
2021 Q4	$282K	Hold	1,000	–	–	0.08%	79
2021 Q3	$280K	Buy	1,000 +28	+3%	+$8.02K	0.09%	78
2021 Q2	$282K	Hold	972	–	–	0.1%	74
2021 Q1	$267K	Hold	972	–	–	0.12%	69
2020 Q4	$260K	Sell	972 -91	-9%	-$22K	0.12%	69
2020 Q3	$228K	Buy	1,063 +77	+8%	+$16.3K	0.12%	68
2020 Q2	$197K	Buy	986 +106	+12%	+$19.1K	0.11%	70
2020 Q1	$132K	Sell	880 -196	-18%	-$36.4K	0.09%	78
2019 Q4	$214K	Hold	1,076	–	–	0.11%	75
2019 Q3	$196K	Hold	1,076	–	–	0.11%	76
2019 Q2	$200K	Hold	1,076	–	–	0.11%	75
2019 Q1	$193K	Hold	1,076	–	–	0.11%	75
2018 Q4	$162K	Hold	1,076	–	–	0.1%	75
2018 Q3	$202K	Hold	1,076	–	–	0.11%	73
2018 Q2	$189K	Hold	1,076	–	–	0.11%	74
2018 Q1	$176K	Hold	1,076	–	–	0.1%	76
2017 Q4	$173K	Hold	1,076	–	–	0.1%	70
2017 Q3	$164K	Buy	+1,076	New	+$158K	0.1%	71
2016 Q2	–	Sell	-1,183	Closed	-$141K	–	187
2016 Q1	$141K	Hold	1,183	–	–	0.11%	63
2015 Q4	$144K	Buy	+1,183	New	+$146K	0.12%	61

Other funds holding VBK

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VBK Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 996 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #96.

Moisand Fitzgerald Tamayo first reported a position in VBK in Q4 2015 and has held it in 38 quarters since. 322 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Moisand Fitzgerald Tamayo held 996 shares of Vanguard Small-Cap Growth ETF worth $364K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Growth ETF made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #96 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Small-Cap Growth ETF in Q4 2015 and has held it in 38 quarters since.
322 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.