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Altavista Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Altavista Wealth 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
2021
Q4 		$672K Buy
2,383
+211
+10% +$60.5K 0.14% 112
2021
Q3 		$609K Buy
2,172
+240
+12% +$68.7K 0.14% 110
2021
Q2 		$560K Buy
1,932
+26
+1% +$7.27K 0.12% 113
2021
Q1 		$523K Buy
1,906
+49
+3% +$13.8K 0.13% 112
2020
Q4 		$497K Buy
1,857
+8
+0.4% +$1.94K 0.13% 108
2020
Q3 		$397K Sell
1,849
-696
-27% -$147K 0.11% 116
2020
Q2 		$508K Buy
2,545
+713
+39% +$129K 0.15% 98
2020
Q1 		$275K Buy
+1,832
New +$340K 0.09% 132

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Altavista Wealth Management's VBK Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.7% in Q4 2021, buying an estimated $60.5K and bringing the position to 2,383 shares worth $672K. The position accounts for 0.14% of the portfolio, ranked #112.

Altavista Wealth Management first reported a position in VBK in Q1 2020 and has held it in 8 quarters since. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Altavista Wealth Management held 2,383 shares of Vanguard Morningstar Small-Cap Growth ETF worth $672K as of Q4 2021.
  • Altavista Wealth Management bought 211 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $60.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #112 holding.
  • Altavista Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 8 quarters since.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.