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Aveo Capital Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Aveo Capital Partners’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
-2,767
Closed -$775K – 334
2024
Q4 		$775K Buy
2,767
+204
+8% +$57.7K 0.08% 151
2024
Q3 		$685K Sell
2,563
-2
-0.1% -$512 0.07% 165
2024
Q2 		$642K Sell
2,565
-39
-1% -$9.73K 0.07% 162
2024
Q1 		$646K Sell
2,604
-204
-7% -$50.1K 0.07% 182
2023
Q4 		$679K Buy
2,808
+147
+6% +$31.9K 0.08% 168
2023
Q3 		$570K Sell
2,661
-18
-0.7% -$4.09K 0.07% 183
2023
Q2 		$615K Sell
2,679
-222
-8% -$48.3K 0.08% 176
2023
Q1 		$628K Sell
2,901
-26
-0.9% -$5.62K 0.08% 165
2022
Q4 		$587K Buy
2,927
+142
+5% +$29K 0.09% 165
2022
Q3 		$543K Sell
2,785
-123
-4% -$26.4K 0.09% 155
2022
Q2 		$573K Buy
2,908
+375
+15% +$81.3K 0.09% 164
2022
Q1 		$629K Sell
2,533
-83
-3% -$20.4K 0.11% 151
2021
Q4 		$737K Buy
2,616
+6
+0.2% +$1.72K 0.13% 137
2021
Q3 		$731K Sell
2,610
-59
-2% -$16.9K 0.15% 125
2021
Q2 		$773K Buy
2,669
+4
+0.2% +$1.12K 0.17% 117
2021
Q1 		$732K Buy
+2,665
New +$751K 0.18% 106
2020
Q4 		– Sell
-8,570
Closed -$1.84M – 171
2020
Q3 		$1.84M Buy
+8,570
New +$1.81M 0.66% 36
2020
Q2 		– Sell
-3,513
Closed -$528K – 147
2020
Q1 		$528K Buy
3,513
+593
+20% +$110K 0.26% 84
2019
Q4 		$580K Buy
2,920
+159
+6% +$30.2K 0.23% 98
2019
Q3 		$519K Sell
2,761
-169
-6% -$31.5K 0.21% 99
2019
Q2 		$561K Sell
2,930
-70
-2% -$12.7K 0.24% 91
2019
Q1 		$539K Buy
3,000
+96
+3% +$16.5K 0.25% 84
2018
Q4 		$437K Buy
2,904
+205
+8% +$33.8K 0.22% 72
2018
Q3 		$456K Buy
2,699
+758
+39% +$139K 0.2% 78
2018
Q2 		$341K Buy
1,941
+56
+3% +$9.61K 0.15% 95
2018
Q1 		$309K Buy
1,885
+232
+14% +$38.3K 0.13% 104
2017
Q4 		$266K Buy
1,653
+281
+20% +$44.2K 0.09% 110
2017
Q3 		$209K Buy
+1,372
New +$202K 0.07% 125

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Aveo Capital Partners's VBK Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 2,767 shares — an estimated $775K sold.

Aveo Capital Partners first reported a position in VBK in Q3 2017 and held it in 28 quarters. The position peaked at $1.84M in Q3 2020. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Aveo Capital Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,767 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $775K.
  • Aveo Capital Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2017 and held it in 28 quarters.
  • Aveo Capital Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.84M in Q3 2020.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.