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Kiely Wealth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$537K Buy
2,165
+885
+69% +$218K 0.35% 23
2024
Q3 		$325K Buy
+1,280
New +$291K 0.21% 37

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kiely Wealth Advisory Group's VB Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Small-Cap ETF (VB) stake by 69% in Q4 2024, buying an estimated $218K and bringing the position to 2,165 shares worth $537K. The position accounts for 0.35% of the portfolio, ranked #23.

Kiely Wealth Advisory Group first reported a position in VB in Q3 2024 and has held it in 2 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,165 shares of Vanguard Small-Cap ETF worth $537K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 885 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $218K.
  • Vanguard Small-Cap ETF made up 0.35% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #23 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.