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Kelly Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Kelly Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-898
Closed -$216K – 88
2024
Q4 		$216K Buy
+898
New +$221K 0.08% 70

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kelly Financial Group's VB Position: Q1 2025 in Review

Kelly Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 898 shares — an estimated $216K sold.

Kelly Financial Group first reported a position in VB in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Kelly Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Group sold 898 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $216K.
  • Kelly Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Kelly Financial Group's Vanguard Small-Cap ETF position peaked at $216K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Kelly Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.