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Regent Peak Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Regent Peak Wealth 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 		$433K Sell
1,183
-88
-7% -$30K 0.08% 113
2026
Q1 		$384K Sell
1,271
-24
-2% -$7.54K 0.08% 113
2025
Q4 		$391K Sell
1,295
-30
-2% -$9.05K 0.08% 113
2025
Q3 		$394K Buy
+1,325
New +$383K 0.08% 108
2025
Q1 		$334K Sell
1,325
-29
-2% -$8.04K 0.08% 112
2024
Q4 		$379K Hold
1,354
– – 0.09% 102
2024
Q3 		$362K Sell
1,354
-364
-21% -$93.3K 0.08% 107
2024
Q2 		$430K Buy
1,718
+192
+13% +$47.9K 0.1% 96
2024
Q1 		$398K Sell
1,526
-196
-11% -$48.1K 0.1% 97
2023
Q4 		$416K Sell
1,722
-104
-6% -$22.6K 0.11% 90
2023
Q3 		$391K Sell
1,826
-9
-0.5% -$2.05K 0.12% 90
2023
Q2 		$422K Sell
1,835
-286
-13% -$62.2K 0.12% 86
2023
Q1 		$459K Sell
2,121
-250
-11% -$54K 0.14% 79
2022
Q4 		$475K Buy
2,371
+203
+9% +$41.5K 0.16% 87
2022
Q3 		$423K Sell
2,168
-29
-1% -$6.22K 0.15% 89
2022
Q2 		$432K Hold
2,197
– – 0.14% 94
2022
Q1 		$545K Sell
2,197
-64
-3% -$15.8K 0.16% 82
2021
Q4 		$637K Buy
2,261
+29
+1% +$8.32K 0.17% 78
2021
Q3 		$625K Hold
2,232
– – 0.18% 79
2021
Q2 		$638K Buy
2,232
+16
+0.7% +$4.48K 0.18% 78
2021
Q1 		$608K Sell
2,216
-4
-0.2% -$1.13K 0.2% 77
2020
Q4 		$594K Buy
2,220
+13
+0.6% +$3.14K 0.2% 72
2020
Q3 		$474K Sell
2,207
-87
-4% -$18.4K 0.2% 73
2020
Q2 		$458K Sell
2,294
-350
-13% -$63.2K 0.21% 70
2020
Q1 		$397K Sell
2,644
-518
-16% -$96.1K 0.22% 70
2019
Q4 		$628K Buy
+3,162
New +$600K 0.29% 64

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
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
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

Regent Peak Wealth Advisors's VBK Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 6.9% in Q2 2026, selling an estimated $30K and leaving 1,183 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #113.

Regent Peak Wealth Advisors first reported a position in VBK in Q4 2019 and has held it in 26 quarters since. The position peaked at $638K in Q2 2021. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,183 shares of Vanguard Small-Cap Growth ETF worth $433K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 88 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Small-Cap Growth ETF made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $638K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.