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Jaffetilchin Investment Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Jaffetilchin Investment Partners’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
-373
Closed -$99.8K – 1264
2024
Q3 		$99.8K Buy
+373
New +$95.6K 0.01% 467

Other funds holding VBK

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

Jaffetilchin Investment Partners's VBK Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 373 shares — an estimated $99.8K sold.

Jaffetilchin Investment Partners first reported a position in VBK in Q3 2024 and held it in 1 quarter. The position peaked at $99.8K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 373 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $99.8K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Vanguard Small-Cap Growth ETF position peaked at $99.8K in Q3 2024.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.