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Sugarloaf Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sugarloaf Wealth 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
Q4 		$1.4K Hold
5
– – ﹤0.01% 640
2024
Q3 		$1.34K Buy
+5
New +$1.28K ﹤0.01% 628

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's VBK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q4 2024 at 5 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Sugarloaf Wealth Management first reported a position in VBK in Q3 2024 and has held it in 2 quarters since. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Sugarloaf Wealth Management held 5 shares of Vanguard Small-Cap Growth ETF worth $1.4K as of Q4 2024.
  • Sugarloaf Wealth Management left its Vanguard Small-Cap Growth ETF share count unchanged in Q4 2024.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #640 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.