Trust Point Inc’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Trust Point Inc’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	$6.28M	Buy	17,172 +8,042	+88%	+$2.74M	0.53%	27
2026 Q1	$2.76M	Sell	9,130 -183	-2%	-$57.5K	0.24%	49
2025 Q4	$2.81M	Buy	9,313 +1,556	+20%	+$469K	0.22%	48
2025 Q3	$2.31M	Buy	7,757 +10	+0.1%	+$2.89K	0.19%	56
2025 Q2	$2.15M	Sell	7,747 -5,328	-41%	-$1.37M	0.2%	55
2025 Q1	$3.29M	Buy	13,075 +718	+6%	+$199K	0.3%	38
2024 Q4	$3.46M	Sell	12,357 -4,044	-25%	-$1.14M	0.24%	41
2024 Q3	$4.39M	Buy	16,401 +795	+5%	+$204K	0.33%	31
2024 Q2	$3.9M	Sell	15,606 -8,992	-37%	-$2.24M	0.31%	33
2024 Q1	$6.41M	Buy	24,598 +6,822	+38%	+$1.68M	0.5%	23
2023 Q4	$4.3M	Buy	+17,776	New	+$3.86M	0.36%	29

Other funds holding VBK

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Trust Point Inc's VBK Position: Q2 2026 in Review

Trust Point Inc increased its Vanguard Small-Cap Growth ETF (VBK) stake by 88% in Q2 2026, buying an estimated $2.74M and bringing the position to 17,172 shares worth $6.28M. The position accounts for 0.53% of the portfolio, ranked #27.

Trust Point Inc first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.41M in Q1 2024. 286 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Trust Point Inc held 17,172 shares of Vanguard Small-Cap Growth ETF worth $6.28M as of Q2 2026.
Trust Point Inc bought 8,042 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $2.74M.
Vanguard Small-Cap Growth ETF made up 0.53% of Trust Point Inc's portfolio in Q2 2026, its #27 holding.
Trust Point Inc first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Vanguard Small-Cap Growth ETF position peaked at $6.41M in Q1 2024.
286 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.