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

Kiely Wealth Advisory Group’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 		$293K Buy
1,005
+2
+0.2% +$565 0.19% 48
2024
Q3 		$292K Buy
1,003
+285
+40% +$73K 0.19% 47
2024
Q2 		$177K Buy
718
+278
+63% +$69.4K 0.1% 50
2024
Q1 		$109K Buy
440
+434
+7,233% +$107K 0.06% 69
2023
Q4 		$1.43K Buy
+6
New +$1.3K ﹤0.01% 253

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

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

Kiely Wealth Advisory Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.2% in Q4 2024, buying an estimated $565 and bringing the position to 1,005 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #48.

Kiely Wealth Advisory Group first reported a position in VBK in Q4 2023 and has held it in 5 quarters since. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,005 shares of Vanguard Small-Cap Growth ETF worth $293K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 2 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $565.
  • Vanguard Small-Cap Growth ETF made up 0.19% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #48 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

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