KHC
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Koesten Hirschmann & Crabtree’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-68
Closed -$17.7K – 231
2024
Q2 		$17.7K Hold
68
– – 0.01% 121
2024
Q1 		$17.7K Buy
+68
New +$16.7K 0.01% 121

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VBK Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 68 shares — an estimated $17.7K sold.

Koesten Hirschmann & Crabtree first reported a position in VBK in Q1 2024 and held it in 2 quarters. The position peaked at $17.7K in Q2 2024. 1,021 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 68 Vanguard Small-Cap Growth ETF shares in Q3 2024, an estimated $17.7K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Small-Cap Growth ETF position peaked at $17.7K in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.