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David Shaw’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

David Shaw’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
-14,087
Closed -$3.77M – 4910
2024
Q3 		$3.77M Sell
14,087
-23,956
-63% -$6.14M ﹤0.01% 2182
2024
Q2 		$9.52M Buy
+38,043
New +$9.49M 0.01% 1362

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $77.5B AUM 27.94% 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

David Shaw's VBK Position: Q4 2024 in Review

David Shaw sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 14,087 shares — an estimated $3.77M sold.

David Shaw first reported a position in VBK in Q2 2024 and held it in 2 quarters. The position peaked at $9.52M in Q2 2024. 1,122 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • David Shaw reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 14,087 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $3.77M.
  • David Shaw first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • David Shaw's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9.52M in Q2 2024.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.