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Presilium Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Presilium Private Wealth’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 		$20M Sell
54,594
-173
-0.3% -$58.9K 3.06% 12
2026
Q1 		$16.6M Buy
54,767
+2,393
+5% +$752K 2.92% 13
2025
Q4 		$15.8M Buy
52,374
+1,488
+3% +$449K 2.89% 13
2025
Q3 		$15.1M Sell
50,886
-306
-0.6% -$88.3K 2.88% 13
2025
Q2 		$14.2M Buy
51,192
+2,054
+4% +$529K 2.9% 12
2025
Q1 		$12.4M Buy
49,138
+14,052
+40% +$3.89M 2.77% 13
2024
Q4 		$9.83M Sell
35,086
-235
-0.7% -$66.4K 2.26% 13
2024
Q3 		$9.44M Buy
35,321
+842
+2% +$216K 2.18% 13
2024
Q2 		$8.62M Buy
34,479
+1,736
+5% +$433K 2.18% 13
2024
Q1 		$8.54M Buy
32,743
+35
+0.1% +$8.6K 2.26% 13
2023
Q4 		$7.91M Sell
32,708
-487
-1% -$106K 2.25% 13
2023
Q3 		$7.11M Sell
33,195
-6,059
-15% -$1.38M 2.26% 13
2023
Q2 		$9.02M Buy
39,254
+2,671
+7% +$581K 3.09% 13
2023
Q1 		$7.92M Buy
36,583
+1,153
+3% +$249K 3.06% 13
2022
Q4 		$7.11M Buy
+35,430
New +$7.25M 2.98% 13

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
RA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Presilium Private Wealth's VBK Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.32% in Q2 2026, selling an estimated $58.9K and leaving 54,594 shares worth $20M. The position accounts for 3.06% of the portfolio, ranked #12.

Presilium Private Wealth first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 401 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Presilium Private Wealth held 54,594 shares of Vanguard Small-Cap Growth ETF worth $20M as of Q2 2026.
  • Presilium Private Wealth sold 173 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $58.9K.
  • Vanguard Small-Cap Growth ETF made up 3.06% of Presilium Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Presilium Private Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 401 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.