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

Advyzon 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
2025
Q1 		– Sell
-746
Closed -$209K – 307
2024
Q4 		$209K Buy
+746
New +$211K 0.08% 221

Other funds holding VBK

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Advyzon Investment Management's VBK Position: Q1 2025 in Review

Advyzon Investment Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 746 shares — an estimated $209K sold.

Advyzon Investment Management first reported a position in VBK in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Advyzon Investment Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 746 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $209K.
  • Advyzon Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Advyzon Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $209K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Advyzon Investment Management's 13F filing for Q1 2025, filed 9 May 2025.