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Central Valley Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Central Valley Advisors’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 		– Sell
-313
Closed -$260K – 169
2024
Q2 		$260K Buy
+313
New +$78.1K 0.11% 106

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

Central Valley Advisors's VBK Position: Q3 2024 in Review

Central Valley Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 313 shares — an estimated $260K sold.

Central Valley Advisors first reported a position in VBK in Q2 2024 and held it in 1 quarter. The position peaked at $260K in Q2 2024. 1,021 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • Central Valley Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Central Valley Advisors sold 313 Vanguard Small-Cap Growth ETF shares in Q3 2024, an estimated $260K.
  • Central Valley Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Central Valley Advisors's Vanguard Small-Cap Growth ETF position peaked at $260K in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.