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Aspire Private Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-36
Closed -$9.63K – 606
2024
Q3 		$9.63K Hold
36
– – ﹤0.01% 384
2024
Q2 		$9.01K Sell
36
-6
-14% -$1.5K ﹤0.01% 397
2024
Q1 		$10.9K Buy
42
+6
+17% +$1.47K ﹤0.01% 394
2023
Q4 		$8.7K Hold
36
– – ﹤0.01% 410
2023
Q3 		$7.71K Sell
36
-1
-3% -$227 ﹤0.01% 429
2023
Q2 		$8.5K Hold
37
– – ﹤0.01% 396
2023
Q1 		$8.01K Sell
37
-3
-8% -$648 ﹤0.01% 394
2022
Q4 		$8.02K Hold
40
– – ﹤0.01% 380
2022
Q3 		$8K Sell
40
-30
-43% -$6.44K ﹤0.01% 375
2022
Q2 		$14K Buy
70
+28
+67% +$6.07K 0.01% 312
2022
Q1 		$10K Hold
42
– – ﹤0.01% 344
2021
Q4 		$12K Hold
42
– – ﹤0.01% 327
2021
Q3 		$12K Hold
42
– – ﹤0.01% 302
2021
Q2 		$12K Sell
42
-34
-45% -$9.51K ﹤0.01% 313
2021
Q1 		$21K Buy
+76
New +$21.4K 0.01% 272
2020
Q3 		– Sell
-99
Closed -$20K – 513
2020
Q2 		$20K Buy
+99
New +$17.9K 0.01% 192
2019
Q3 		– Sell
-3
Closed -$1K – 550
2019
Q2 		$1K Buy
+3
New +$546 ﹤0.01% 486

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Aspire Private Capital's VBK Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 36 shares — an estimated $9.63K sold.

Aspire Private Capital first reported a position in VBK in Q2 2019 and held it in 17 quarters. The position peaked at $21K in Q1 2021. 1,124 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Aspire Private Capital reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 36 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $9.63K.
  • Aspire Private Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2019 and held it in 17 quarters.
  • Aspire Private Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $21K in Q1 2021.
  • 1,124 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.