XY Planning Network’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

XY Planning Network’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	$2.67M	Buy	7,312 +4,604	+170%	+$1.57M	0.34%	71
2026 Q1	$825K	Buy	2,708 +6	+0.2%	+$1.89K	0.13%	145
2025 Q4	$816K	Buy	2,702 +32	+1%	+$9.65K	0.14%	136
2025 Q3	$739K	Hold	2,670	–	–	0.25%	89
2025 Q2	$739K	Buy	+2,670	New	+$688K	0.25%	89

Other funds holding VBK

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

XY Planning Network's VBK Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Small-Cap Growth ETF (VBK) stake by 170% in Q2 2026, buying an estimated $1.57M and bringing the position to 7,312 shares worth $2.67M. The position accounts for 0.34% of the portfolio, ranked #71.

XY Planning Network first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

XY Planning Network held 7,312 shares of Vanguard Small-Cap Growth ETF worth $2.67M as of Q2 2026.
XY Planning Network bought 4,604 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $1.57M.
Vanguard Small-Cap Growth ETF made up 0.34% of XY Planning Network's portfolio in Q2 2026, its #71 holding.
XY Planning Network first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.