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Planned Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-365
Closed -$97.6K – 610
2024
Q3 		$97.6K Buy
+365
New +$93.5K 0.04% 212
2024
Q1 		– Sell
-365
Closed -$88.2K – 527
2023
Q4 		$88.2K Buy
+365
New +$79.2K 0.04% 205
2021
Q1 		– Sell
-365
Closed -$98K – 390
2020
Q4 		$98K Hold
365
– – 0.08% 101
2020
Q3 		$78K Buy
+365
New +$77.1K 0.08% 100

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Planned Solutions's VBK Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 365 shares — an estimated $97.6K sold.

Planned Solutions first reported a position in VBK in Q3 2020 and held it in 4 quarters. The position peaked at $98K in Q4 2020. 1,123 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 365 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $97.6K.
  • Planned Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $98K in Q4 2020.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.