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Aris Wealth Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Aris Wealth Services’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
2015
Q3 		$63K Buy
537
+4
+0.8% +$517 0.13% 73
2015
Q2 		$72K Buy
533
+11
+2% +$1.48K 0.07% 170
2015
Q1 		$69K Buy
+522
New +$67.6K 0.06% 178

Other funds holding VBK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Aris Wealth Services's VBK Position: Q3 2015 in Review

Aris Wealth Services increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.75% in Q3 2015, buying an estimated $517 and bringing the position to 537 shares worth $63K. The position accounts for 0.13% of the portfolio, ranked #73.

Aris Wealth Services first reported a position in VBK in Q1 2015 and has held it in 3 quarters since. The position peaked at $72K in Q2 2015. 241 funds tracked by Wall St. Rank hold VBK as of Q3 2015.

  • Aris Wealth Services held 537 shares of Vanguard Small-Cap Growth ETF worth $63K as of Q3 2015.
  • Aris Wealth Services bought 4 Vanguard Small-Cap Growth ETF shares in Q3 2015, an estimated $517.
  • Vanguard Small-Cap Growth ETF made up 0.13% of Aris Wealth Services's portfolio in Q3 2015, its #73 holding.
  • Aris Wealth Services first reported a position in Vanguard Small-Cap Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard Small-Cap Growth ETF position peaked at $72K in Q2 2015.
  • 241 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.