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WealthPlan Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

WealthPlan Investment Management’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 		$457K Sell
1,250
-1
-0.1% -$341 0.02% 336
2026
Q1 		$378K Buy
1,251
+22
+2% +$6.92K 0.02% 349
2025
Q4 		$371K Sell
1,229
-13
-1% -$3.92K 0.02% 296
2025
Q3 		$370K Sell
1,242
-3
-0.2% -$866 0.02% 250
2025
Q2 		$345K Buy
1,245
+104
+9% +$26.8K 0.03% 274
2025
Q1 		$287K Sell
1,141
-44
-4% -$12.2K 0.03% 227
2024
Q4 		$332K Buy
+1,185
New +$335K 0.03% 208
2024
Q3 		– Sell
-2,436
Closed -$609K – 259
2024
Q2 		$609K Buy
2,436
+323
+15% +$80.6K 0.09% 113
2024
Q1 		$551K Buy
2,113
+185
+10% +$45.4K 0.08% 118
2023
Q4 		$466K Sell
1,928
-11
-0.6% -$2.39K 0.07% 126
2023
Q3 		$415K Sell
1,939
-143
-7% -$32.5K 0.07% 122
2023
Q2 		$394K Sell
2,082
-29
-1% -$6.31K 0.12% 103
2023
Q1 		$457K Sell
2,111
-6,843
-76% -$1.48M 0.08% 120
2022
Q4 		$2.02M Sell
8,954
-617
-6% -$126K 0.14% 121
2022
Q3 		$1.97M Buy
+9,571
New +$2.05M 0.14% 113
2022
Q1 		$2.37M Buy
+10,722
New +$2.64M 0.16% 109

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

WealthPlan Investment Management's VBK Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.08% in Q2 2026, selling an estimated $341 and leaving 1,250 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #336.

WealthPlan Investment Management first reported a position in VBK in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q1 2022. 528 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • WealthPlan Investment Management held 1,250 shares of Vanguard Small-Cap Growth ETF worth $457K as of Q2 2026.
  • WealthPlan Investment Management sold 1 Vanguard Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Small-Cap Growth ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #336 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Vanguard Small-Cap Growth ETF position peaked at $2.37M in Q1 2022.
  • 528 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.