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Kades & Cheifetz’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Kades & Cheifetz’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 		$1.86M Sell
6,653
-20
-0.3% -$5.65K 0.95% 33
2024
Q3 		$1.78M Buy
6,673
+18
+0.3% +$4.61K 1.02% 27
2024
Q2 		$1.66M Hold
6,655
– – 1.05% 29
2024
Q1 		$1.74M Buy
6,655
+11
+0.2% +$2.7K 1.11% 27
2023
Q4 		$1.61M Buy
6,644
+16
+0.2% +$3.47K 1.14% 26
2023
Q3 		$1.42M Buy
6,628
+178
+3% +$40.5K 1.12% 25
2023
Q2 		$1.48M Sell
6,450
-9
-0.1% -$1.96K 1.14% 26
2023
Q1 		$1.4M Buy
6,459
+4
+0.1% +$865 1.1% 27
2022
Q4 		$1.29M Buy
+6,455
New +$1.32M 1.08% 25

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

Kades & Cheifetz's VBK Position: Q4 2024 in Review

Kades & Cheifetz reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.3% in Q4 2024, selling an estimated $5.65K and leaving 6,653 shares worth $1.86M. The position accounts for 0.95% of the portfolio, ranked #33.

Kades & Cheifetz first reported a position in VBK in Q4 2022 and has held it in 9 quarters since. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Kades & Cheifetz held 6,653 shares of Vanguard Small-Cap Growth ETF worth $1.86M as of Q4 2024.
  • Kades & Cheifetz sold 20 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $5.65K.
  • Vanguard Small-Cap Growth ETF made up 0.95% of Kades & Cheifetz's portfolio in Q4 2024, its #33 holding.
  • Kades & Cheifetz first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.