Alpine Woods Capital Investors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Alpine Woods Capital Investors’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
2019 Q1	–	Sell	-2,600	Closed	-$392K	–	290
2018 Q4	$392K	Hold	2,600	–	–	0.09%	194
2018 Q3	$487K	Hold	2,600	–	–	0.1%	155
2018 Q2	$457K	Buy	+2,600	New	+$446K	0.1%	157

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Alpine Woods Capital Investors's VBK Position: Q1 2019 in Review

Alpine Woods Capital Investors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2019, closing a stake of 2,600 shares — an estimated $392K sold.

Alpine Woods Capital Investors first reported a position in VBK in Q2 2018 and held it in 3 quarters. The position peaked at $487K in Q3 2018. 484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

Alpine Woods Capital Investors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Alpine Woods Capital Investors sold 2,600 Vanguard Small-Cap Growth ETF shares in Q1 2019, an estimated $392K.
Alpine Woods Capital Investors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2018 and held it in 3 quarters.
Alpine Woods Capital Investors's Vanguard Small-Cap Growth ETF position peaked at $487K in Q3 2018.
484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2019, filed 6 May 2019.