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Barometer Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Barometer Capital 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
2020
Q1 		– Sell
-7,500
Closed -$1.49M – 154
2019
Q4 		$1.49M Buy
+7,500
New +$1.42M 0.24% 86
2019
Q2 		– Sell
-20,100
Closed -$3.61M – 169
2019
Q1 		$3.61M Buy
+20,100
New +$3.45M 0.41% 81

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barometer Capital Management's VBK Position: Q1 2020 in Review

Barometer Capital Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2020, closing a stake of 7,500 shares — an estimated $1.49M sold.

Barometer Capital Management first reported a position in VBK in Q1 2019 and held it in 2 quarters. The position peaked at $3.61M in Q1 2019. 532 funds tracked by Wall St. Rank hold VBK as of Q1 2020.

  • Barometer Capital Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Barometer Capital Management sold 7,500 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2020, an estimated $1.49M.
  • Barometer Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and held it in 2 quarters.
  • Barometer Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.61M in Q1 2019.
  • 532 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2020.

Based on Barometer Capital Management's 13F filing for Q1 2020, filed 13 May 2020.