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

Smith Salley 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	$254K	Sell	695 -25	-3%	-$8.52K	0.01%	250
2026 Q1	$218K	Hold	720	–	–	0.01%	258
2025 Q4	$218K	Hold	720	–	–	0.01%	252
2025 Q3	$214K	Sell	720 -6	-0.8%	-$1.73K	0.01%	256
2025 Q2	$201K	Buy	+726	New	+$187K	0.01%	254

Other funds holding VBK

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Smith Salley Wealth Management's VBK Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2026, selling an estimated $8.52K and leaving 695 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #250.

Smith Salley Wealth Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Smith Salley Wealth Management held 695 shares of Vanguard Small-Cap Growth ETF worth $254K as of Q2 2026.
Smith Salley Wealth Management sold 25 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $8.52K.
Vanguard Small-Cap Growth ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #250 holding.
Smith Salley Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
472 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.