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

Arbor 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	-711	Closed	-$200K	–	122
2021 Q4	$200K	Buy	+711	New	+$204K	0.04%	109
2021 Q3	–	Sell	-711	Closed	-$206K	–	107
2021 Q2	$206K	Buy	+711	New	+$199K	0.04%	105
2021 Q1	–	Sell	-802	Closed	-$215K	–	101
2020 Q4	$215K	Buy	+802	New	+$194K	0.05%	89

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Arbor Investment Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 711 shares — an estimated $200K sold.

Arbor Investment Advisors first reported a position in VBK in Q4 2020 and held it in 3 quarters. The position peaked at $215K in Q4 2020. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

Arbor Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Arbor Investment Advisors sold 711 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $200K.
Arbor Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
Arbor Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $215K in Q4 2020.
855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Arbor Investment Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.