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Wetzel Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wetzel Investment Advisors’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
-102
Closed -$24.5K – 1001
2024
Q1 		$24.5K Buy
+102
New +$25.1K 0.01% 344

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

Wetzel Investment Advisors's VBK Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 102 shares — an estimated $24.5K sold.

Wetzel Investment Advisors first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $24.5K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 102 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $24.5K.
  • Wetzel Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $24.5K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.