LCM
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Lunt Capital Management’s Vanguard 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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Morgan Stanley
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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

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

Lunt Capital Management sold out of Vanguard 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. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Lunt Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Lunt Capital Management sold 972 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $231K.
  • Lunt Capital Management first reported a position in Vanguard Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Lunt Capital Management's Vanguard Small-Cap ETF position peaked at $231K in Q3 2024.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

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