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Kraft Davis & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Kraft Davis & Associates’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 		– Sell
-913
Closed -$216K – 155
2024
Q3 		$216K Sell
913
-9
-1% -$2.04K 0.06% 134
2024
Q2 		$214K Buy
922
+12
+1% +$2.63K 0.06% 133
2024
Q1 		$204K Buy
+910
New +$196K 0.06% 127
2023
Q4 		– Sell
-1,192
Closed -$218K – 141
2023
Q3 		$218K Buy
1,192
+170
+17% +$33.9K 0.08% 101
2023
Q2 		$207K Buy
+1,022
New +$193K 0.07% 108

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

Kraft Davis & Associates's VB Position: Q4 2024 in Review

Kraft Davis & Associates sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 913 shares — an estimated $216K sold.

Kraft Davis & Associates first reported a position in VB in Q2 2023 and held it in 5 quarters. The position peaked at $218K in Q3 2023. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Kraft Davis & Associates reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 913 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $216K.
  • Kraft Davis & Associates first reported a position in Vanguard Small-Cap ETF in Q2 2023 and held it in 5 quarters.
  • Kraft Davis & Associates's Vanguard Small-Cap ETF position peaked at $218K in Q3 2023.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.