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Barber Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Barber Financial Group’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
2017
Q4 		– Sell
-2,292
Closed -$350K – 137
2017
Q3 		$350K Buy
+2,292
New +$337K 0.1% 73

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barber Financial Group's VBK Position: Q4 2017 in Review

Barber Financial Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2017, closing a stake of 2,292 shares — an estimated $350K sold.

Barber Financial Group first reported a position in VBK in Q3 2017 and held it in 1 quarter. The position peaked at $350K in Q3 2017. 383 funds tracked by Wall St. Rank hold VBK as of Q4 2017.

  • Barber Financial Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Barber Financial Group sold 2,292 Vanguard Small-Cap Growth ETF shares in Q4 2017, an estimated $350K.
  • Barber Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q3 2017 and held it in 1 quarter.
  • Barber Financial Group's Vanguard Small-Cap Growth ETF position peaked at $350K in Q3 2017.
  • 383 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2017.

Based on Barber Financial Group's 13F filing for Q4 2017, filed 5 Feb 2018.