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Stock Yards Bank & Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stock Yards Bank & Trust’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,643
Closed -$300K – 383
2024
Q2 		$300K Sell
1,643
-201
-11% -$37.1K 0.01% 332
2024
Q1 		$354K Hold
1,844
– – 0.01% 318
2023
Q4 		$332K Buy
1,844
+203
+12% +$33.1K 0.01% 317
2023
Q3 		$262K Hold
1,641
– – 0.01% 338
2023
Q2 		$271K Buy
1,641
+6
+0.4% +$945 0.01% 343
2023
Q1 		$260K Hold
1,635
– – 0.01% 355
2022
Q4 		$260K Hold
1,635
– – 0.01% 364
2022
Q3 		$234K Sell
1,635
-12
-0.7% -$1.91K 0.01% 372
2022
Q2 		$247K Buy
1,647
+207
+14% +$33.9K 0.01% 377
2022
Q1 		$253K Hold
1,440
– – 0.01% 238
2021
Q4 		$258K Hold
1,440
– – 0.01% 246
2021
Q3 		$244K Hold
1,440
– – 0.02% 219
2021
Q2 		$250K Hold
1,440
– – 0.02% 223
2021
Q1 		$238K Sell
1,440
-30
-2% -$4.72K 0.02% 222
2020
Q4 		$209K Buy
+1,470
New +$190K 0.02% 227
2020
Q1 		– Sell
-1,470
Closed -$201K – 238
2019
Q4 		$201K Buy
+1,470
New +$195K 0.02% 230
2018
Q4 		– Sell
-1,440
Closed -$201K – 218
2018
Q3 		$201K Buy
+1,440
New +$202K 0.02% 216
2018
Q1 		– Sell
-1,707
Closed -$226K – 233
2017
Q4 		$226K Hold
1,707
– – 0.02% 204
2017
Q3 		$217K Sell
1,707
-17
-1% -$2.1K 0.03% 201
2017
Q2 		$212K Buy
1,724
+24
+1% +$2.93K 0.03% 212
2017
Q1 		$209K Hold
1,700
– – 0.03% 197
2016
Q4 		$206K Buy
+1,700
New +$195K 0.03% 190

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Stock Yards Bank & Trust's VBR Position: Q3 2024 in Review

Stock Yards Bank & Trust sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2024, closing a stake of 1,643 shares — an estimated $300K sold.

Stock Yards Bank & Trust first reported a position in VBR in Q4 2016 and held it in 22 quarters. The position peaked at $354K in Q1 2024. 1,426 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Stock Yards Bank & Trust reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 1,643 Vanguard Small-Cap Value ETF shares in Q3 2024, an estimated $300K.
  • Stock Yards Bank & Trust first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and held it in 22 quarters.
  • Stock Yards Bank & Trust's Vanguard Small-Cap Value ETF position peaked at $354K in Q1 2024.
  • 1,426 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2024.

Based on Stock Yards Bank & Trust's 13F filing for Q3 2024, filed 22 Nov 2024.