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Towerpoint Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Towerpoint Wealth’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 		$10.5M Sell
28,768
-480
-2% -$163K 3.64% 7
2026
Q1 		$8.84M Sell
29,248
-11
-0% -$3.46K 3.57% 7
2025
Q4 		$8.84M Buy
29,259
+208
+0.7% +$62.8K 3.5% 7
2025
Q3 		$8.65M Buy
29,051
+168
+0.6% +$48.5K 3.54% 7
2025
Q2 		$8M Buy
28,883
+1,078
+4% +$278K 3.54% 6
2025
Q1 		$7M Sell
27,805
-598
-2% -$166K 3.47% 6
2024
Q4 		$7.95M Sell
28,403
-437
-2% -$124K 3.9% 6
2024
Q3 		$7.71M Buy
28,840
+579
+2% +$148K 3.65% 6
2024
Q2 		$7.07M Buy
28,261
+504
+2% +$126K 3.53% 7
2024
Q1 		$7.24M Buy
27,757
+384
+1% +$94.3K 3.64% 7
2023
Q4 		$6.62M Buy
27,373
+4
+0% +$868 3.61% 7
2023
Q3 		$5.86M Sell
27,369
-139
-0.5% -$31.6K 3.48% 7
2023
Q2 		$6.32M Buy
27,508
+498
+2% +$108K 3.56% 8
2023
Q1 		$5.85M Buy
27,010
+1,290
+5% +$279K 3.35% 8
2022
Q4 		$5.16M Buy
25,720
+1,605
+7% +$328K 2.98% 8
2022
Q3 		$4.71M Sell
24,115
-844
-3% -$181K 2.84% 9
2022
Q2 		$4.92M Sell
24,959
-4,268
-15% -$925K 2.94% 9
2022
Q1 		$7.25M Sell
29,227
-3,373
-10% -$831K 3.6% 7
2021
Q4 		$9.19M Sell
32,600
-4,093
-11% -$1.17M 4.35% 7
2021
Q3 		$10.3M Sell
36,693
-3,765
-9% -$1.08M 5.12% 6
2021
Q2 		$11.7M Sell
40,458
-931
-2% -$260K 5.82% 5
2021
Q1 		$11.4M Sell
41,389
-2,422
-6% -$683K 5.45% 5
2020
Q4 		$11.7M Sell
43,811
-1,129
-3% -$273K 5.87% 5
2020
Q3 		$9.66M Buy
44,940
+946
+2% +$200K 5.37% 5
2020
Q2 		$8.78M Buy
43,994
+337
+0.8% +$60.8K 5.47% 5
2020
Q1 		$6.56M Sell
43,657
-683
-2% -$127K 5.2% 5
2019
Q4 		$8.81M Sell
44,340
-700
-2% -$133K 5.82% 5
2019
Q3 		$8.2M Buy
45,040
+269
+0.6% +$50.1K 5.57% 5
2019
Q2 		$8.48M Buy
44,771
+655
+1% +$119K 5.95% 5
2019
Q1 		$7.93M Buy
44,116
+2,591
+6% +$445K 5.53% 6
2018
Q4 		$6.25M Buy
41,525
+2,136
+5% +$352K 5.01% 7
2018
Q3 		$7.38M Buy
39,389
+4,090
+12% +$752K 6.13% 6
2018
Q2 		$6.21M Buy
35,299
+3,617
+11% +$620K 5.83% 6
2018
Q1 		$5.19M Buy
31,682
+3,879
+14% +$640K 5.76% 8
2017
Q4 		$4.47M Buy
+27,803
New +$4.37M 5.92% 7

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

Towerpoint Wealth's VBK Position: Q2 2026 in Review

Towerpoint Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.6% in Q2 2026, selling an estimated $163K and leaving 28,768 shares worth $10.5M. The position accounts for 3.64% of the portfolio, ranked #7.

Towerpoint Wealth first reported a position in VBK in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.7M in Q4 2020. 515 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Towerpoint Wealth held 28,768 shares of Vanguard Small-Cap Growth ETF worth $10.5M as of Q2 2026.
  • Towerpoint Wealth sold 480 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Small-Cap Growth ETF made up 3.64% of Towerpoint Wealth's portfolio in Q2 2026, its #7 holding.
  • Towerpoint Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's Vanguard Small-Cap Growth ETF position peaked at $11.7M in Q4 2020.
  • 515 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.