LCM
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Lunt Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lunt Capital Management’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
-972
Closed -$231K – 92
2024
Q3 		$231K Buy
+972
New +$221K 0.11% 80

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Envestnet Asset Management
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UBS Group
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lunt Capital Management's VB Position: Q4 2024 in Review

Lunt Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, closing a stake of 972 shares — an estimated $231K sold.

Lunt Capital Management first reported a position in VB in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 2,190 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Lunt Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Lunt Capital Management sold 972 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $231K.
  • Lunt Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Lunt Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $231K in Q3 2024.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Lunt Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.