Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Householder Group Estate & Retirement Specialist’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	-55	Closed	-$14K	–	1188
2024 Q3	$14K	Sell	55 -89	-62%	-$22.8K	﹤0.01%	775
2024 Q2	$36K	Sell	144 -10	-6%	-$2.5K	0.01%	546
2024 Q1	$40.4K	Buy	154 +10	+7%	+$2.46K	0.01%	516
2023 Q4	$35K	Hold	144	–	–	0.01%	534
2023 Q3	$31K	Buy	+144	New	+$32.7K	0.01%	544
2023 Q1	$136K	Buy	+627	New	+$136K	0.05%	241
2022 Q4	–	Sell	-619	Closed	-$120K	–	1099
2022 Q3	$120K	Buy	+619	New	+$133K	0.05%	236

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VBK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 55 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in VBK in Q3 2022 and held it in 7 quarters. The position peaked at $136K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 55 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Small-Cap Growth ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Small-Cap Growth ETF position peaked at $136K in Q1 2023.
1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.