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West Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

West Financial 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 		$92.9K Hold
254
– – 0.01% 87
2026
Q1 		$76.8K Hold
254
– – 0.01% 84
2025
Q4 		$76.7K Hold
254
– – 0.01% 84
2025
Q3 		$75.6K Hold
254
– – 0.01% 89
2025
Q2 		$70.3K Buy
+254
New +$65.4K 0.01% 89
2023
Q1 		– Sell
-13
Closed -$2.64K – 173
2022
Q4 		$2.64K Buy
13
+1
+8% +$205 ﹤0.01% 132
2022
Q3 		$2K Buy
12
+1
+9% +$215 ﹤0.01% 163
2022
Q2 		$2K Buy
+11
New +$2.38K ﹤0.01% 151

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

West Financial Advisors's VBK Position: Q2 2026 in Review

West Financial Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 254 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #87.

West Financial Advisors first reported a position in VBK in Q2 2022 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • West Financial Advisors held 254 shares of Vanguard Small-Cap Growth ETF worth $92.9K as of Q2 2026.
  • West Financial Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • West Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2022 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.