Bedel Financial Consulting’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-159	Closed	-$39K	–	872
2022 Q1	$39K	Hold	159	–	–	0.01%	436
2021 Q4	$45K	Hold	159	–	–	0.01%	416
2021 Q3	$45K	Hold	159	–	–	0.02%	394
2021 Q2	$46K	Hold	159	–	–	0.02%	388
2021 Q1	$44K	Hold	159	–	–	0.02%	382
2020 Q4	$43K	Hold	159	–	–	0.02%	339
2020 Q3	$34K	Hold	159	–	–	0.02%	352
2020 Q2	$32K	Hold	159	–	–	0.02%	338
2020 Q1	$24K	Hold	159	–	–	0.02%	370
2019 Q4	$32K	Hold	159	–	–	0.02%	356
2019 Q3	$29K	Hold	159	–	–	0.02%	358
2019 Q2	$30K	Hold	159	–	–	0.02%	350
2019 Q1	$29K	Hold	159	–	–	0.02%	348
2018 Q4	$24K	Hold	159	–	–	0.02%	348
2018 Q3	$27K	Hold	159	–	–	0.02%	348
2018 Q2	$28K	Hold	159	–	–	0.02%	337
2018 Q1	$26K	Buy	+159	New	+$26.2K	0.02%	350

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bedel Financial Consulting's VBK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 159 shares — an estimated $39K sold.

Bedel Financial Consulting first reported a position in VBK in Q1 2018 and held it in 17 quarters. The position peaked at $46K in Q2 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 159 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $39K.
Bedel Financial Consulting first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Vanguard Morningstar Small-Cap Growth ETF position peaked at $46K in Q2 2021.
808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.