O'Dell Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

O'Dell Group’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
2025 Q1	–	Sell	-880	Closed	-$246K	–	95
2024 Q4	$246K	Hold	880	–	–	0.06%	87
2024 Q3	$235K	Buy	+880	New	+$225K	0.05%	84
2024 Q1	–	Sell	-672	Closed	-$162K	–	463
2023 Q4	$162K	Buy	+672	New	+$146K	0.04%	97
2023 Q3	–	Sell	-41	Closed	-$9.42K	–	468
2023 Q2	$9.42K	Buy	+41	New	+$8.92K	﹤0.01%	346
2022 Q4	–	Sell	-41	Closed	-$8K	–	394
2022 Q3	$8K	Hold	41	–	–	﹤0.01%	307
2022 Q2	$8K	Hold	41	–	–	﹤0.01%	300
2022 Q1	$10K	Hold	41	–	–	﹤0.01%	317
2021 Q4	$12K	Hold	41	–	–	﹤0.01%	286
2021 Q3	$11K	Buy	+41	New	+$11.7K	﹤0.01%	284

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

O'Dell Group's VBK Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 880 shares — an estimated $246K sold.

O'Dell Group first reported a position in VBK in Q3 2021 and held it in 9 quarters. The position peaked at $246K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

O'Dell Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 880 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $246K.
O'Dell Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and held it in 9 quarters.
O'Dell Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $246K in Q4 2024.
1,080 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.