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Systelligence LLC’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Systelligence LLC’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 		$19.7M Buy
+53,847
New +$18.3M 3.29% 9
2025
Q4 		– Sell
-31,653
Closed -$9.42M – 63
2025
Q3 		$9.42M Buy
31,653
+13,245
+72% +$3.82M 1.79% 23
2025
Q2 		$5.1M Sell
18,408
-25,684
-58% -$6.61M 0.94% 43
2025
Q1 		$11.1M Buy
+44,092
New +$12.2M 2.67% 11
2021
Q2 		– Sell
-6,909
Closed -$1.9M – 46
2021
Q1 		$1.9M Sell
6,909
-17,010
-71% -$4.79M 0.53% 38
2020
Q4 		$6.4M Buy
23,919
+18,554
+346% +$4.49M 1.37% 27
2020
Q3 		$1.15M Sell
5,365
-2,344
-30% -$495K 0.35% 49
2020
Q2 		$1.54M Buy
+7,709
New +$1.39M 0.5% 46

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Systelligence LLC's VBK Position: Q2 2026 in Review

Systelligence LLC opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 53,847 shares worth $19.7M. The stake represents 3.29% of the portfolio and ranks #9 among its holdings. This is a return to the name: Systelligence LLC previously reported a position in VBK as recently as Q3 2025.

Systelligence LLC first reported a position in VBK in Q2 2020 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Systelligence LLC held 53,847 shares of Vanguard Small-Cap Growth ETF worth $19.7M as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new Systelligence LLC position in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 3.29% of Systelligence LLC's portfolio in Q2 2026, its #9 holding.
  • Systelligence LLC first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and has held it in 8 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.