Baldwin Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Baldwin Wealth Partners’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	-3,057	Closed	-$817K	–	982
2024 Q3	$817K	Buy	3,057 +2,911	+1,994%	+$746K	0.06%	136
2024 Q2	$36.5K	Hold	146	–	–	﹤0.01%	389
2024 Q1	$38.1K	Hold	146	–	–	﹤0.01%	402
2023 Q4	$35.3K	Hold	146	–	–	﹤0.01%	422
2023 Q3	$31.3K	Hold	146	–	–	﹤0.01%	454
2023 Q2	$33.5K	Hold	146	–	–	﹤0.01%	465
2023 Q1	$31.6K	Buy	146 +51	+54%	+$11K	﹤0.01%	486
2022 Q4	$19.1K	Buy	+95	New	+$19.4K	﹤0.01%	540

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

Baldwin Wealth Partners's VBK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2024, closing a stake of 3,057 shares — an estimated $817K sold.

Baldwin Wealth Partners first reported a position in VBK in Q4 2022 and held it in 8 quarters. The position peaked at $817K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

Baldwin Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 3,057 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $817K.
Baldwin Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $817K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.