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Secure Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Secure Asset Management’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
Q2 		– Sell
-1,428
Closed -$372K – 303
2024
Q1 		$372K Buy
+1,428
New +$351K 0.09% 152

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Secure Asset Management's VBK Position: Q2 2024 in Review

Secure Asset Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 1,428 shares — an estimated $372K sold.

Secure Asset Management first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $372K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Secure Asset Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 1,428 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $372K.
  • Secure Asset Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Secure Asset Management's Vanguard Small-Cap Growth ETF position peaked at $372K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.