Arvest Bank Trust Division’s Vanguard Small-Cap ETF VB Stock Holding History

Arvest Bank Trust Division’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 Q4	–	Sell	-1,466	Closed	-$348K	–	179
2024 Q3	$348K	Buy	+1,466	New	+$333K	0.02%	141
2021 Q1	–	Sell	-1,032	Closed	-$201K	–	150
2020 Q4	$201K	Buy	+1,032	New	+$182K	0.01%	137

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Arvest Bank Trust Division's VB Position: Q4 2024 in Review

Arvest Bank Trust Division sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 1,466 shares — an estimated $348K sold.

Arvest Bank Trust Division first reported a position in VB in Q4 2020 and held it in 2 quarters. The position peaked at $348K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Arvest Bank Trust Division reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Arvest Bank Trust Division sold 1,466 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $348K.
Arvest Bank Trust Division first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 2 quarters.
Arvest Bank Trust Division's Vanguard Small-Cap ETF position peaked at $348K in Q3 2024.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Arvest Bank Trust Division's 13F filing for Q4 2024, filed 13 Feb 2025.