Ocean Park Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Ocean Park Asset 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	$13M	Sell	35,505 -985	-3%	-$336K	0.63%	30
2026 Q1	$11M	Sell	36,490 -16,738	-31%	-$5.26M	0.64%	26
2025 Q4	$16.1M	Sell	53,228 -127	-0.2%	-$38.3K	0.75%	26
2025 Q3	$15.9M	Buy	+53,355	New	+$15.4M	0.65%	34
2025 Q1	–	Sell	-109,701	Closed	-$30.7M	–	97
2024 Q4	$30.7M	Buy	+109,701	New	+$31M	1.05%	15

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

Ocean Park Asset Management's VBK Position: Q2 2026 in Review

Ocean Park Asset Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.7% in Q2 2026, selling an estimated $336K and leaving 35,505 shares worth $13M. The position accounts for 0.63% of the portfolio, ranked #30.

Ocean Park Asset Management first reported a position in VBK in Q4 2024 and has held it in 5 quarters since. The position peaked at $30.7M in Q4 2024. 355 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Ocean Park Asset Management held 35,505 shares of Vanguard Small-Cap Growth ETF worth $13M as of Q2 2026.
Ocean Park Asset Management sold 985 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $336K.
Vanguard Small-Cap Growth ETF made up 0.63% of Ocean Park Asset Management's portfolio in Q2 2026, its #30 holding.
Ocean Park Asset Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Ocean Park Asset Management's Vanguard Small-Cap Growth ETF position peaked at $30.7M in Q4 2024.
355 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.