Argent Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Argent Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.19M	Buy	+13,429	New	+$3.05M	0.38%	76

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Argent Financial Group's VB Position: Q3 2024 in Review

Argent Financial Group opened a new position in Vanguard Small-Cap ETF (VB) in Q3 2024: 13,429 shares worth $3.19M. The stake represents 0.38% of the portfolio and ranks #76 among its holdings.

1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

Argent Financial Group held 13,429 shares of Vanguard Small-Cap ETF worth $3.19M as of Q3 2024.
Vanguard Small-Cap ETF was a new Argent Financial Group position in Q3 2024.
Vanguard Small-Cap ETF made up 0.38% of Argent Financial Group's portfolio in Q3 2024, its #76 holding.
1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.