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Baldwin Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Baldwin Investment 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 		– Sell
-770
Closed -$206K – 219
2024
Q3 		$206K Buy
+770
New +$197K 0.03% 207
2024
Q2 		– Sell
-770
Closed -$201K – 211
2024
Q1 		$201K Buy
+770
New +$189K 0.03% 206
2022
Q2 		– Sell
-1,270
Closed -$315 – 236
2022
Q1 		$315 Hold
1,270
– – 0.05% 197
2021
Q4 		$358 Hold
1,270
– – 0.06% 191
2021
Q3 		$356K Hold
1,270
– – 0.06% 190
2021
Q2 		$368K Sell
1,270
-50
-4% -$14K 0.06% 191
2021
Q1 		$363K Hold
1,320
– – 0.07% 184
2020
Q4 		$353K Buy
+1,320
New +$319K 0.07% 170

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return