PFA
VBK icon

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

Professional Financial 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 		$288K Sell
787
-75
-9% -$25.5K 0.05% 116
2026
Q1 		$260K Sell
862
-321
-27% -$101K 0.05% 121
2025
Q4 		$357K Sell
1,183
-14
-1% -$4.22K 0.07% 95
2025
Q3 		$356K Buy
1,197
+372
+45% +$107K 0.08% 95
2025
Q2 		$228K Buy
+825
New +$212K 0.05% 108
2023
Q2 		– Sell
-8,060
Closed -$2M – 85
2023
Q1 		$2M Buy
8,060
+4,592
+132% +$993K 1.18% 20
2022
Q4 		$695K Sell
3,468
-180
-5% -$36.8K 0.47% 46
2022
Q3 		$712K Sell
3,648
-34
-0.9% -$7.3K 0.44% 41
2022
Q2 		$725K Sell
3,682
-4,378
-54% -$949K 0.4% 54
2022
Q1 		$2M Buy
8,060
+1,251
+18% +$308K 0.86% 29
2021
Q4 		$1.92M Buy
6,809
+281
+4% +$80.6K 0.83% 26
2021
Q3 		$1.83M Buy
6,528
+250
+4% +$71.6K 1.05% 18
2021
Q2 		$1.83M Buy
6,278
+271
+5% +$75.8K 1.01% 20
2021
Q1 		$1.65M Buy
6,007
+5,792
+2,694% +$1.63M 1.02% 18
2020
Q4 		$58K Buy
+215
New +$52K 0.05% 116

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 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
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 $59.6B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return