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Wolff Financial Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wolff Financial 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 		$6.72M Sell
18,364
-928
-5% -$316K 1.34% 13
2026
Q1 		$5.83M Sell
19,292
-540
-3% -$170K 1.29% 14
2025
Q4 		$5.99M Sell
19,832
-362
-2% -$109K 1.35% 13
2025
Q3 		$6.01M Sell
20,194
-62
-0.3% -$17.9K 1.4% 13
2025
Q2 		$5.61M Hold
20,256
– – 1.45% 12
2025
Q1 		$5.1M Sell
20,256
-281
-1% -$77.9K 1.41% 12
2024
Q4 		$5.75M Sell
20,537
-54
-0.3% -$15.3K 1.6% 12
2024
Q3 		$5.5M Buy
+20,591
New +$5.28M 1.5% 12
2024
Q2 		– Sell
-21,564
Closed -$5.62M – 85
2024
Q1 		$5.62M Sell
21,564
-791
-4% -$194K 1.64% 12
2023
Q4 		$5.41M Sell
22,355
-531
-2% -$115K 1.67% 12
2023
Q3 		$4.9M Buy
+22,886
New +$5.2M 1.67% 13
2023
Q2 		– Sell
-25,852
Closed -$5.59M – 89
2023
Q1 		$5.59M Sell
25,852
-2,211
-8% -$478K 1.95% 12
2022
Q4 		$5.63M Sell
28,063
-8,512
-23% -$1.74M 2.08% 12
2022
Q3 		$7.14M Sell
36,575
-753
-2% -$162K 3.26% 10
2022
Q2 		$7.36M Buy
37,328
+457
+1% +$99.1K 3.27% 10
2022
Q1 		$9.15M Buy
36,871
+1,035
+3% +$255K 3.63% 9
2021
Q4 		$10.1M Buy
+35,836
New +$10.3M 3.82% 9
2021
Q1 		$8.68M Buy
31,597
+1,130
+4% +$319K 3.98% 8
2020
Q4 		$8.15M Buy
30,467
+574
+2% +$139K 4.28% 6
2020
Q3 		$6.42M Buy
29,893
+130
+0.4% +$27.5K 3.81% 7
2020
Q2 		$5.94M Buy
29,763
+413
+1% +$74.5K 3.78% 7
2020
Q1 		$4.41M Buy
29,350
+918
+3% +$170K 3.33% 8
2019
Q4 		$5.65M Buy
28,432
+321
+1% +$60.9K 3.75% 8
2019
Q3 		$5.12M Buy
28,111
+914
+3% +$170K 3.73% 8
2019
Q2 		$5.06M Buy
27,197
+389
+1% +$70.8K 3.9% 8
2019
Q1 		$4.82M Buy
26,808
+169
+0.6% +$29K 4% 7
2018
Q4 		$4.01M Buy
+26,639
New +$4.39M 3.9% 7

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Wolff Financial Management's VBK Position: Q2 2026 in Review

Wolff Financial Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 4.8% in Q2 2026, selling an estimated $316K and leaving 18,364 shares worth $6.72M. The position accounts for 1.34% of the portfolio, ranked #13.

Wolff Financial Management first reported a position in VBK in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.1M in Q4 2021. 315 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wolff Financial Management held 18,364 shares of Vanguard Small-Cap Growth ETF worth $6.72M as of Q2 2026.
  • Wolff Financial Management sold 928 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $316K.
  • Vanguard Small-Cap Growth ETF made up 1.34% of Wolff Financial Management's portfolio in Q2 2026, its #13 holding.
  • Wolff Financial Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Wolff Financial Management's Vanguard Small-Cap Growth ETF position peaked at $10.1M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.