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Bellwether Investment Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bellwether Investment 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
Q2 		– Sell
-40
Closed -$6K – 592
2017
Q1 		$6K Sell
40
-125
-76% -$17.3K 0.02% 599
2016
Q4 		$22K Buy
+165
New +$21.6K 0.02% 429
2016
Q2 		$24K Buy
+190
New +$23K 0.03% 317

Other funds holding VBK

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bellwether Investment Group's VBK Position: Q2 2017 in Review

Bellwether Investment Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2017, closing a stake of 40 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in VBK in Q2 2016 and held it in 3 quarters. The position peaked at $24K in Q2 2016. 324 funds tracked by Wall St. Rank hold VBK as of Q2 2017.

  • Bellwether Investment Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 40 Vanguard Small-Cap Growth ETF shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Vanguard Small-Cap Growth ETF position peaked at $24K in Q2 2016.
  • 324 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.