Sunburst Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sunburst Financial Group’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	$1.43M	Buy	3,909 +1	+0%	+$341	0.23%	46
2026 Q1	$1.18M	Hold	3,908	–	–	0.22%	46
2025 Q4	$1.18M	Buy	3,908 +2	+0.1%	+$603	0.24%	44
2025 Q3	$1.16M	Sell	3,906 -3	-0.1%	-$866	0.24%	43
2025 Q2	$1.08M	Buy	3,909 +198	+5%	+$51K	0.24%	46
2025 Q1	$934K	Sell	3,711 -3	-0.1%	-$831	0.23%	48
2024 Q4	$1.04M	Sell	3,714 -573	-13%	-$162K	0.26%	45
2024 Q3	$1.15M	Buy	4,287 +109	+3%	+$27.9K	0.29%	44
2024 Q2	$1.05M	Sell	4,178 -4	-0.1%	-$998	0.28%	46
2024 Q1	$1.08M	Buy	4,182 +47	+1%	+$11.5K	0.31%	42
2023 Q4	$1,000K	Buy	+4,135	New	+$898K	0.31%	41

Other funds holding VBK

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

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

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 Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return