KLR Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

KLR Investment Advisors’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 Q1	$985K	Buy	+4,096	New	+$1.01M	0.71%	32

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

KLR Investment Advisors's VBK Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2024: 4,096 shares worth $985K. The stake represents 0.71% of the portfolio and ranks #32 among its holdings.

997 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

KLR Investment Advisors held 4,096 shares of Vanguard Small-Cap Growth ETF worth $985K as of Q1 2024.
Vanguard Small-Cap Growth ETF was a new KLR Investment Advisors position in Q1 2024.
Vanguard Small-Cap Growth ETF made up 0.71% of KLR Investment Advisors's portfolio in Q1 2024, its #32 holding.
997 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.