SWM
VBK icon

Shelton Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Shelton Wealth Management’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 		$2.88M Sell
7,879
-540
-6% -$184K 1.13% 19
2026
Q1 		$2.54M Sell
8,419
-327
-4% -$103K 1.11% 19
2025
Q4 		$2.64M Sell
8,746
-222
-2% -$67K 1.13% 23
2025
Q3 		$2.67M Sell
8,968
-326
-4% -$94.1K 1.21% 18
2025
Q2 		$2.57M Buy
9,294
+58
+0.6% +$14.9K 1.24% 17
2025
Q1 		$2.33M Sell
9,236
-1,011
-10% -$280K 1.26% 16
2024
Q4 		$2.87M Sell
10,247
-1,077
-10% -$304K 1.48% 16
2024
Q3 		$3.03M Buy
11,324
+969
+9% +$248K 1.64% 16
2024
Q2 		$2.59M Sell
10,355
-585
-5% -$146K 1.47% 17
2024
Q1 		$2.85M Sell
10,940
-1,198
-10% -$294K 1.79% 17
2023
Q4 		$2.93M Sell
12,138
-3,193
-21% -$693K 2.08% 14
2023
Q3 		$3.28M Buy
15,331
+440
+3% +$100K 2.63% 14
2023
Q2 		$3.42M Buy
14,891
+1,437
+11% +$313K 2.65% 14
2023
Q1 		$2.91M Buy
13,454
+245
+2% +$53K 2.36% 14
2022
Q4 		$2.65M Sell
13,209
-633
-5% -$129K 2.09% 14
2022
Q3 		$2.7M Buy
13,842
+106
+0.8% +$22.8K 2.41% 12
2022
Q2 		$2.71M Buy
13,736
+1,963
+17% +$426K 2.3% 12
2022
Q1 		$2.92M Sell
11,773
-366
-3% -$90.1K 2.3% 13
2021
Q4 		$3.42M Buy
+12,139
New +$3.48M 2.69% 10

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

Shelton Wealth Management's VBK Position: Q2 2026 in Review

Shelton Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 6.4% in Q2 2026, selling an estimated $184K and leaving 7,879 shares worth $2.88M. The position accounts for 1.13% of the portfolio, ranked #19.

Shelton Wealth Management first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.42M in Q2 2023. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Shelton Wealth Management held 7,879 shares of Vanguard Small-Cap Growth ETF worth $2.88M as of Q2 2026.
  • Shelton Wealth Management sold 540 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Small-Cap Growth ETF made up 1.13% of Shelton Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Shelton Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $3.42M in Q2 2023.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.