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

Valued Wealth Advisors’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	$84.6K	Buy	231 +6	+3%	+$2.04K	0.03%	78
2026 Q1	$68.1K	Hold	225	–	–	0.03%	83
2025 Q4	$68.1K	Hold	225	–	–	0.03%	72
2025 Q3	$67.1K	Hold	225	–	–	0.03%	69
2025 Q2	$62.4K	Hold	225	–	–	0.03%	71
2025 Q1	$56.7K	Hold	225	–	–	0.03%	81
2024 Q4	$63.1K	Sell	225 -11	-5%	-$3.11K	0.04%	72
2024 Q3	$63K	Buy	236 +1	+0.4%	+$256	0.04%	63
2024 Q2	$58.8K	Hold	235	–	–	0.04%	65
2024 Q1	$61.3K	Hold	235	–	–	0.04%	61
2023 Q4	$50.4K	Buy	+235	New	+$51K	0.05%	47

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

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

Valued Wealth Advisors's VBK Position: Q2 2026 in Review

Valued Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.7% in Q2 2026, buying an estimated $2.04K and bringing the position to 231 shares worth $84.6K. The position accounts for 0.03% of the portfolio, ranked #78.

Valued Wealth Advisors 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.

Valued Wealth Advisors held 231 shares of Vanguard Small-Cap Growth ETF worth $84.6K as of Q2 2026.
Valued Wealth Advisors bought 6 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $2.04K.
Vanguard Small-Cap Growth ETF made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Valued Wealth Advisors 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 Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.