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Vista Investment Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Vista Investment Partners’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 		$2.7M Buy
+7,394
New +$2.52M 0.68% 52
2025
Q1 		– Sell
-1,743
Closed -$488K – 166
2024
Q4 		$488K Buy
1,743
+980
+128% +$277K 0.15% 112
2024
Q3 		$204K Buy
+763
New +$196K 0.07% 147

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

Vista Investment Partners's VBK Position: Q2 2026 in Review

Vista Investment Partners opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 7,394 shares worth $2.7M. The stake represents 0.68% of the portfolio and ranks #52 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in VBK as recently as Q4 2024.

Vista Investment Partners first reported a position in VBK in Q3 2024 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vista Investment Partners held 7,394 shares of Vanguard Small-Cap Growth ETF worth $2.7M as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new Vista Investment Partners position in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.68% of Vista Investment Partners's portfolio in Q2 2026, its #52 holding.
  • Vista Investment Partners first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.