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Angeles Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Angeles Investment Advisors’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
2022
Q1 		– Sell
-1,500
Closed -$423K – 214
2021
Q4 		$423K Sell
1,500
-55
-4% -$15.8K 0.02% 136
2021
Q3 		$436K Sell
1,555
-45
-3% -$12.9K 0.03% 119
2021
Q2 		$464K Sell
1,600
-500
-24% -$140K 0.03% 92
2021
Q1 		$577K Hold
2,100
– – 0.04% 74
2020
Q4 		$562K Sell
2,100
-450
-18% -$109K 0.06% 71
2020
Q3 		$548K Buy
+2,550
New +$539K 0.07% 57

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Angeles Investment Advisors's VBK Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 1,500 shares — an estimated $423K sold.

Angeles Investment Advisors first reported a position in VBK in Q3 2020 and held it in 6 quarters. The position peaked at $577K in Q1 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Angeles Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,500 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $423K.
  • Angeles Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and held it in 6 quarters.
  • Angeles Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $577K in Q1 2021.
  • 855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.