SQA
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Simon Quick Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Simon Quick 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 		$1.96M Buy
5,371
+5
+0.1% +$1.7K 0.08% 144
2026
Q1 		$1.62M Sell
5,366
-70
-1% -$22K 0.07% 155
2025
Q4 		$1.64M Sell
5,436
-114
-2% -$34.4K 0.07% 155
2025
Q3 		$1.65M Sell
5,550
-263
-5% -$75.9K 0.07% 153
2025
Q2 		$1.61M Sell
5,813
-206
-3% -$53K 0.08% 145
2025
Q1 		$1.52M Sell
6,019
-129
-2% -$35.7K 0.09% 108
2024
Q4 		$1.72M Sell
6,148
-393
-6% -$111K 0.1% 90
2024
Q3 		$1.75M Buy
6,541
+17
+0.3% +$4.36K 0.11% 87
2024
Q2 		$1.63M Sell
6,524
-191
-3% -$47.7K 0.12% 90
2024
Q1 		$1.75M Buy
6,715
+10
+0.1% +$2.46K 0.13% 84
2023
Q4 		$1.62M Buy
6,705
+16
+0.2% +$3.47K 0.14% 86
2023
Q3 		$1.43M Sell
6,689
-488
-7% -$111K 0.14% 85
2023
Q2 		$1.65M Sell
7,177
-367
-5% -$79.8K 0.15% 75
2023
Q1 		$1.63M Sell
7,544
-184
-2% -$39.8K 0.18% 69
2022
Q4 		$1.55M Sell
7,728
-2,016
-21% -$412K 0.18% 72
2022
Q3 		$1.9M Sell
9,744
-410
-4% -$88K 0.27% 59
2022
Q2 		$2.31M Buy
10,154
+3,661
+56% +$794K 0.3% 54
2022
Q1 		$1.61M Sell
6,493
-2,142
-25% -$527K 0.46% 35
2021
Q4 		$2.43M Buy
8,635
+950
+12% +$272K 0.65% 27
2021
Q3 		$2.15M Buy
7,685
+4
+0.1% +$1.15K 0.55% 27
2021
Q2 		$2.23M Buy
7,681
+1,429
+23% +$400K 0.59% 26
2021
Q1 		$1.72M Sell
6,252
-95
-1% -$26.8K 0.51% 27
2020
Q4 		$1.7M Buy
6,347
+1,971
+45% +$477K 0.51% 28
2020
Q3 		$941K Sell
4,376
-3
-0.1% -$634 0.27% 38
2020
Q2 		$874K Sell
4,379
-411
-9% -$74.2K 0.33% 37
2020
Q1 		$720K Sell
4,790
-2,527
-35% -$469K 0.27% 41
2019
Q4 		$1.45M Buy
7,317
+1,213
+20% +$230K 0.53% 33
2019
Q3 		$1.11M Sell
6,104
-886
-13% -$165K 0.49% 28
2019
Q2 		$1.3M Sell
6,990
-143
-2% -$26K 0.66% 24
2019
Q1 		$1.28M Sell
7,133
-8,917
-56% -$1.53M 0.53% 26
2018
Q4 		$2.42M Buy
16,050
+4,604
+40% +$759K 0.88% 22
2018
Q3 		$2.14M Buy
11,446
+211
+2% +$38.8K 0.87% 21
2018
Q2 		$1.98M Sell
11,235
-342
-3% -$58.7K 0.84% 20
2018
Q1 		$1.9M Buy
11,577
+353
+3% +$58.2K 0.8% 21
2017
Q4 		$1.88M Sell
11,224
-2,431
-18% -$382K 0.84% 24
2017
Q3 		$2.08M Buy
13,655
+1,767
+15% +$260K 0.76% 23
2017
Q2 		$1.73M Buy
11,888
+74
+0.6% +$10.6K 0.98% 21
2017
Q1 		$1.66M Buy
11,814
+4,050
+52% +$561K 0.98% 21
2016
Q4 		$1.03M Buy
+7,764
New +$1.01M 0.77% 21

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Simon Quick Advisors's VBK Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.09% in Q2 2026, buying an estimated $1.7K and bringing the position to 5,371 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #144.

Simon Quick Advisors first reported a position in VBK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.43M in Q4 2021. 515 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Simon Quick Advisors held 5,371 shares of Vanguard Small-Cap Growth ETF worth $1.96M as of Q2 2026.
  • Simon Quick Advisors bought 5 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $1.7K.
  • Vanguard Small-Cap Growth ETF made up 0.08% of Simon Quick Advisors's portfolio in Q2 2026, its #144 holding.
  • Simon Quick Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's Vanguard Small-Cap Growth ETF position peaked at $2.43M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.