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

Wealthquest’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	$305K	Buy	834 +94	+13%	+$32K	0.02%	136
2026 Q1	$224K	Hold	740	–	–	0.02%	138
2025 Q4	$224K	Buy	+740	New	+$223K	0.02%	134
2022 Q2	–	Sell	-1,274	Closed	-$359K	–	144
2022 Q1	$359K	Hold	1,274	–	–	0.06%	94
2021 Q4	$359K	Buy	1,274 +24	+2%	+$6.88K	0.06%	94
2021 Q3	$350K	Sell	1,250 -22	-2%	-$6.3K	0.06%	94
2021 Q2	$368K	Hold	1,272	–	–	0.06%	92
2021 Q1	$349K	Hold	1,272	–	–	0.07%	95
2020 Q4	$340K	Hold	1,272	–	–	0.07%	94
2020 Q3	$273K	Hold	1,272	–	–	0.07%	87
2020 Q2	$253K	Buy	+1,272	New	+$230K	0.06%	91
2019 Q4	$252K	Hold	1,272	–	–	0.07%	113
2019 Q3	$231K	Hold	1,272	–	–	0.08%	119
2019 Q2	$236K	Hold	1,272	–	–	0.09%	112
2019 Q1	$228K	Hold	1,272	–	–	0.09%	116
2018 Q4	$238K	Buy	+1,272	New	+$210K	0.1%	111

Other funds holding VBK

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Wealthquest's VBK Position: Q2 2026 in Review

Wealthquest increased its Vanguard Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $32K and bringing the position to 834 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #136.

Wealthquest first reported a position in VBK in Q4 2018 and has held it in 16 quarters since. The position peaked at $368K in Q2 2021. 476 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Wealthquest held 834 shares of Vanguard Small-Cap Growth ETF worth $305K as of Q2 2026.
Wealthquest bought 94 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $32K.
Vanguard Small-Cap Growth ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #136 holding.
Wealthquest first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and has held it in 16 quarters since.
Wealthquest's Vanguard Small-Cap Growth ETF position peaked at $368K in Q2 2021.
476 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.