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Janiczek Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Janiczek Wealth Management’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 		$18.3K Hold
73
– – ﹤0.01% 572
2024
Q1 		$19.1K Buy
73
+60
+462% +$14.7K ﹤0.01% 578
2023
Q4 		$3.16K Hold
13
– – ﹤0.01% 804
2023
Q3 		$2.8K Buy
13
+5
+63% +$1.14K ﹤0.01% 792
2023
Q2 		$1.85K Hold
8
– – ﹤0.01% 777
2023
Q1 		$1.73K Hold
8
– – ﹤0.01% 781
2022
Q4 		$1.72K Hold
8
– – ﹤0.01% 795
2022
Q3 		$2K Buy
+8
New +$1.72K ﹤0.01% 789

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

Janiczek Wealth Management's VBK Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2024 at 73 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Janiczek Wealth Management first reported a position in VBK in Q3 2022 and has held it in 8 quarters since. The position peaked at $19.1K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Janiczek Wealth Management held 73 shares of Vanguard Small-Cap Growth ETF worth $18.3K as of Q2 2024.
  • Janiczek Wealth Management left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2024.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #572 holding.
  • Janiczek Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2022 and has held it in 8 quarters since.
  • Janiczek Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $19.1K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.