Zions Bancorporation’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $368K | Buy |
1,314
+57
| +5% | +$16.1K | 0.02% | 283 |
|
|
2024
Q3 | $336K | Hold |
1,257
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $314K | Hold |
1,257
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $328K | Hold |
1,257
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $304K | Hold |
1,257
| – | – | 0.02% | 285 |
|
|
2023
Q3 | $269K | Hold |
1,257
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $289K | Sell |
1,257
-105
| -8% | -$22.8K | 0.02% | 281 |
|
|
2023
Q1 | $295K | Sell |
1,362
-29
| -2% | -$6.27K | 0.03% | 282 |
|
|
2022
Q4 | $279K | Hold |
1,391
| – | – | 0.02% | 291 |
|
|
2022
Q3 | $271K | Hold |
1,391
| – | – | 0.03% | 280 |
|
|
2022
Q2 | $274K | Hold |
1,391
| – | – | 0.03% | 285 |
|
|
2022
Q1 | $345K | Hold |
1,391
| – | – | 0.03% | 273 |
|
|
2021
Q4 | $392K | Hold |
1,391
| – | – | 0.03% | 254 |
|
|
2021
Q3 | $390K | Hold |
1,391
| – | – | 0.04% | 234 |
|
|
2021
Q2 | $403K | Hold |
1,391
| – | – | 0.04% | 203 |
|
|
2021
Q1 | $382K | Hold |
1,391
| – | – | 0.04% | 182 |
|
|
2020
Q4 | $372K | Sell |
1,391
-466
| -25% | -$113K | 0.05% | 164 |
|
|
2020
Q3 | $399K | Buy |
1,857
+50
| +3% | +$10.6K | 0.06% | 130 |
|
|
2020
Q2 | $361K | Hold |
1,807
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $272K | Sell |
1,807
-1,199
| -40% | -$223K | 0.05% | 134 |
|
|
2019
Q4 | $597K | Sell |
3,006
-1,582
| -34% | -$300K | 0.09% | 96 |
|
|
2019
Q3 | $835K | Hold |
4,588
| – | – | 0.12% | 75 |
|
|
2019
Q2 | $854K | Hold |
4,588
| – | – | 0.13% | 70 |
|
|
2019
Q1 | $825K | Buy |
+4,588
| New | +$788K | 0.13% | 75 |
|
|
2018
Q4 | – | Sell |
-4,588
| Closed | -$859K | – | 756 |
|
|
2018
Q3 | $859K | Buy |
+4,588
| New | +$844K | 0.2% | 63 |
|
|
2018
Q1 | – | Sell |
-5,883
| Closed | -$946K | – | 692 |
|
|
2017
Q4 | $946K | Sell |
5,883
-1,345
| -19% | -$211K | 0.16% | 61 |
|
|
2017
Q3 | $1.1M | Buy |
7,228
+194
| +3% | +$28.5K | 0.16% | 85 |
|
|
2017
Q2 | $1.02M | Buy |
7,034
+1,864
| +36% | +$267K | 0.18% | 71 |
|
|
2017
Q1 | $727K | Hold |
5,170
| – | – | 0.14% | 74 |
|
|
2016
Q4 | $688K | Hold |
5,170
| – | – | 0.12% | 78 |
|
|
2016
Q3 | $681K | Buy |
5,170
+418
| +9% | +$54.4K | 0.13% | 76 |
|
|
2016
Q2 | $589K | Hold |
4,752
| – | – | 0.1% | 81 |
|
|
2016
Q1 | $565K | Hold |
4,752
| – | – | 0.1% | 81 |
|
|
2015
Q4 | $577K | Hold |
4,752
| – | – | 0.1% | 81 |
|
|
2015
Q3 | $560K | Sell |
4,752
-358
| -7% | -$46.3K | 0.1% | 79 |
|
|
2015
Q2 | $686K | Hold |
5,110
| – | – | 0.11% | 89 |
|
|
2015
Q1 | $673K | Buy |
+5,110
| New | +$662K | 0.12% | 80 |
|
Other funds holding VBK
EP
Zions Bancorporation's VBK Position: Q4 2024 in Review
Zions Bancorporation increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.5% in Q4 2024, buying an estimated $16.1K and bringing the position to 1,314 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #283.
Zions Bancorporation first reported a position in VBK in Q1 2015 and has held it in 37 quarters since. The position peaked at $1.1M in Q3 2017. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.
- Zions Bancorporation held 1,314 shares of Vanguard Morningstar Small-Cap Growth ETF worth $368K as of Q4 2024.
- Zions Bancorporation bought 57 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $16.1K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Zions Bancorporation's portfolio in Q4 2024, its #283 holding.
- Zions Bancorporation first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2015 and has held it in 37 quarters since.
- Zions Bancorporation's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.1M in Q3 2017.
- 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.