SJGA
VBK icon

Stephen J. Garry & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Stephen J. Garry & Associates’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 		$5.6M Sell
15,303
-120
-0.8% -$40.9K 4.08% 8
2026
Q1 		$4.66M Sell
15,423
-28
-0.2% -$8.8K 3.75% 8
2025
Q4 		$4.67M Sell
15,451
-98
-0.6% -$29.6K 3.7% 9
2025
Q3 		$4.63M Sell
15,549
-9
-0.1% -$2.6K 3.7% 9
2025
Q2 		$4.31M Sell
15,558
-195
-1% -$50.2K 3.72% 9
2025
Q1 		$3.97M Buy
15,753
+453
+3% +$126K 3.71% 9
2024
Q4 		$4.28M Buy
15,300
+6,447
+73% +$1.82M 3.96% 9
2024
Q3 		$2.37M Buy
8,853
+4,489
+103% +$1.15M 2.25% 13
2024
Q2 		$1.09M Sell
4,364
-30
-0.7% -$7.48K 1.11% 18
2024
Q1 		$1.15M Hold
4,394
– – 1.19% 17
2023
Q4 		$1.06M Buy
+4,394
New +$954K 1.18% 18

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
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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Stephen J. Garry & Associates's VBK Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.78% in Q2 2026, selling an estimated $40.9K and leaving 15,303 shares worth $5.6M. The position accounts for 4.08% of the portfolio, ranked #8.

Stephen J. Garry & Associates first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Stephen J. Garry & Associates held 15,303 shares of Vanguard Small-Cap Growth ETF worth $5.6M as of Q2 2026.
  • Stephen J. Garry & Associates sold 120 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Small-Cap Growth ETF made up 4.08% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #8 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.