Portside Wealth Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Portside Wealth Group’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	$5.37M	Buy	14,675 +3,020	+26%	+$1.03M	0.63%	31
2026 Q1	$3.52M	Buy	+11,655	New	+$3.66M	0.48%	45
2025 Q2	–	Sell	-2,937	Closed	-$739K	–	478
2025 Q1	$739K	Buy	2,937 +1,677	+133%	+$465K	0.12%	187
2024 Q4	$353K	Buy	1,260 +29	+2%	+$8.2K	0.06%	289
2024 Q3	$329K	Buy	+1,231	New	+$315K	0.06%	293
2024 Q2	–	Sell	-1,221	Closed	-$318K	–	403
2024 Q1	$318K	Buy	+1,221	New	+$300K	0.06%	266

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

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 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

Portside Wealth Group's VBK Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 26% in Q2 2026, buying an estimated $1.03M and bringing the position to 14,675 shares worth $5.37M. The position accounts for 0.63% of the portfolio, ranked #31.

Portside Wealth Group first reported a position in VBK in Q1 2024 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Portside Wealth Group held 14,675 shares of Vanguard Small-Cap Growth ETF worth $5.37M as of Q2 2026.
Portside Wealth Group bought 3,020 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $1.03M.
Vanguard Small-Cap Growth ETF made up 0.63% of Portside Wealth Group's portfolio in Q2 2026, its #31 holding.
Portside Wealth Group first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.