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Sittner & Nelson’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sittner & Nelson’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
-6
Closed -$1.56K – 494
2024
Q1 		$1.56K Buy
+6
New +$1.47K ﹤0.01% 452

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sittner & Nelson's VBK Position: Q2 2024 in Review

Sittner & Nelson sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 6 shares — an estimated $1.56K sold.

Sittner & Nelson first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $1.56K in Q1 2024. 982 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Sittner & Nelson reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 6 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2024, an estimated $1.56K.
  • Sittner & Nelson first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.56K in Q1 2024.
  • 982 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.