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Westside Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Westside Investment 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 		– Sell
-7
Closed -$1.78K – 1019
2024
Q3 		$1.78K Sell
7
-99
-93% -$25.4K ﹤0.01% 911
2024
Q2 		$26.5K Sell
106
-10
-9% -$2.5K 0.01% 493
2024
Q1 		$30.2K Buy
116
+7
+6% +$1.72K 0.01% 454
2023
Q4 		$26.4K Buy
109
+10
+10% +$2.17K 0.01% 454
2023
Q3 		$21.2K Hold
99
– – 0.01% 478
2023
Q2 		$22.7K Hold
99
– – 0.01% 478
2023
Q1 		$21.4K Hold
99
– – 0.01% 482
2022
Q4 		$19 Hold
99
– – ﹤0.01% 534
2022
Q3 		$19 Hold
99
– – ﹤0.01% 521
2022
Q2 		$19 Hold
99
– – ﹤0.01% 519
2022
Q1 		$24 Hold
99
– – ﹤0.01% 499
2021
Q4 		$27 Hold
99
– – ﹤0.01% 463
2021
Q3 		$27 Hold
99
– – ﹤0.01% 455
2021
Q2 		$28 Hold
99
– – ﹤0.01% 435
2021
Q1 		$27 Hold
99
– – ﹤0.01% 431
2020
Q4 		$26 Hold
99
– – ﹤0.01% 400
2020
Q3 		$21 Hold
99
– – ﹤0.01% 423
2020
Q2 		$19 Hold
99
– – ﹤0.01% 410
2020
Q1 		$14 Buy
+99
New +$18.4K ﹤0.01% 429
2019
Q2 		$18K Buy
+99
New +$18K 0.01% 397

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

Westside Investment Management's VBK Position: Q4 2024 in Review

Westside Investment Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 7 shares — an estimated $1.78K sold.

Westside Investment Management first reported a position in VBK in Q2 2019 and held it in 20 quarters. The position peaked at $30.2K in Q1 2024. 1,123 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Westside Investment Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $1.78K.
  • Westside Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2019 and held it in 20 quarters.
  • Westside Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $30.2K in Q1 2024.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.