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

HoyleCohen’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 Q2	–	Sell	-933	Closed	-$243K	–	299
2024 Q1	$243K	Buy	+933	New	+$229K	0.02%	256

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HoyleCohen's VBK Position: Q2 2024 in Review

HoyleCohen sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 933 shares — an estimated $243K sold.

HoyleCohen first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $243K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

HoyleCohen reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
HoyleCohen sold 933 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $243K.
HoyleCohen first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
HoyleCohen's Vanguard Small-Cap Growth ETF position peaked at $243K in Q1 2024.
980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.