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Bridge Advisory’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bridge Advisory’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
Q3 		$1.31M Sell
4,883
-240
-5% -$61.5K 0.62% 46
2024
Q2 		$1.28M Sell
5,123
-1,392
-21% -$347K 0.63% 42
2024
Q1 		$1.7M Buy
6,515
+2,518
+63% +$618K 0.84% 38
2023
Q4 		$966K Buy
+3,997
New +$868K 0.48% 55

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridge Advisory's VBK Position: Q3 2024 in Review

Bridge Advisory reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 4.7% in Q3 2024, selling an estimated $61.5K and leaving 4,883 shares worth $1.31M. The position accounts for 0.62% of the portfolio, ranked #46.

Bridge Advisory first reported a position in VBK in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.7M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • Bridge Advisory held 4,883 shares of Vanguard Small-Cap Growth ETF worth $1.31M as of Q3 2024.
  • Bridge Advisory sold 240 Vanguard Small-Cap Growth ETF shares in Q3 2024, an estimated $61.5K.
  • Vanguard Small-Cap Growth ETF made up 0.62% of Bridge Advisory's portfolio in Q3 2024, its #46 holding.
  • Bridge Advisory first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Bridge Advisory's Vanguard Small-Cap Growth ETF position peaked at $1.7M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.