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Woodmont Investment Counsel’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Woodmont Investment Counsel’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
-70
Closed -$18.3K – 356
2024
Q1 		$18.3K Buy
+70
New +$17.2K ﹤0.01% 325

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 $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodmont Investment Counsel's VBK Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 70 shares — an estimated $18.3K sold.

Woodmont Investment Counsel first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $18.3K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 70 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $18.3K.
  • Woodmont Investment Counsel first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Vanguard Small-Cap Growth ETF position peaked at $18.3K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.