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

Anchor Pointe 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
2024 Q4	$868K	Buy	+3,094	New	+$875K	1.13%	28

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Anchor Pointe Wealth Management's VBK Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024: 3,094 shares worth $868K. The stake represents 1.13% of the portfolio and ranks #28 among its holdings.

1,123 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

Anchor Pointe Wealth Management held 3,094 shares of Vanguard Morningstar Small-Cap Growth ETF worth $868K as of Q4 2024.
Vanguard Morningstar Small-Cap Growth ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard Morningstar Small-Cap Growth ETF made up 1.13% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #28 holding.
1,123 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.