RIA
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Retirement Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Retirement Investment 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 		$25.2M Buy
72,220
+9,608
+15% +$3.27M 1.8% 10
2026
Q1 		$18.9M Buy
62,612
+133
+0.2% +$41.8K 1.52% 11
2025
Q4 		$18.9M Buy
62,479
+1,497
+2% +$452K 1.52% 11
2025
Q3 		$18.1M Buy
60,982
+1,719
+3% +$496K 1.51% 11
2025
Q2 		$16.4M Buy
59,263
+791
+1% +$204K 1.48% 11
2025
Q1 		$14.7M Buy
58,472
+1,909
+3% +$529K 1.49% 11
2024
Q4 		$15.8M Buy
56,563
+4,179
+8% +$1.18M 1.67% 11
2024
Q3 		$14M Buy
52,384
+4,359
+9% +$1.12M 1.53% 10
2024
Q2 		$12M Buy
+48,025
New +$12M 1.46% 10
2023
Q4 		$10.1M Sell
41,877
-31,865
-43% -$6.92M 1.45% 11
2023
Q3 		$15.8M Buy
73,742
+19,296
+35% +$4.39M 1.44% 10
2023
Q2 		$12.5M Buy
54,446
+20,042
+58% +$4.36M 1.5% 10
2023
Q1 		$7.45M Buy
34,404
+26,260
+322% +$5.68M 1.33% 12
2022
Q4 		$1.63M Buy
+8,144
New +$1.67M 1.06% 15

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

Retirement Investment Advisors's VBK Position: Q2 2026 in Review

Retirement Investment Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 15% in Q2 2026, buying an estimated $3.27M and bringing the position to 72,220 shares worth $25.2M. The position accounts for 1.8% of the portfolio, ranked #10.

Retirement Investment Advisors first reported a position in VBK in Q4 2022 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Retirement Investment Advisors held 72,220 shares of Vanguard Small-Cap Growth ETF worth $25.2M as of Q2 2026.
  • Retirement Investment Advisors bought 9,608 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $3.27M.
  • Vanguard Small-Cap Growth ETF made up 1.8% of Retirement Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Retirement Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 397 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.