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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q4 		– Sell
-12
Closed -$2.45K – 600
2023
Q3 		$2.45K Hold
12
– – ﹤0.01% 581
2023
Q2 		$2.76K Buy
+12
New +$2.61K ﹤0.01% 603
2021
Q1 		– Sell
-16
Closed -$4K – 685
2020
Q4 		$4K Buy
+16
New +$3.87K ﹤0.01% 715

Other funds holding VBK

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VBK Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2023, closing a stake of 12 shares — an estimated $2.45K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VBK in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 976 funds tracked by Wall St. Rank hold VBK as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 12 Vanguard Small-Cap Growth ETF shares in Q4 2023, an estimated $2.45K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Small-Cap Growth ETF position peaked at $4K in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.