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Bull Oak Capital’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bull Oak 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
-428
Closed -$115K – 68
2024
Q3 		$115K Buy
+428
New +$110K 0.07% 32

Other funds holding VBK

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bull Oak Capital's VBK Position: Q4 2024 in Review

Bull Oak Capital sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 428 shares — an estimated $115K sold.

Bull Oak Capital first reported a position in VBK in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Bull Oak Capital reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 428 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $115K.
  • Bull Oak Capital first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's Vanguard Small-Cap Growth ETF position peaked at $115K in Q3 2024.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.