Better Money Decisions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-350	Closed	-$69K	–	417
2022 Q2	$69K	Buy	+350	New	+$75.9K	0.06%	119
2021 Q4	–	Sell	-363	Closed	-$102K	–	545
2021 Q3	$102K	Hold	363	–	–	0.08%	106
2021 Q2	$105K	Hold	363	–	–	0.09%	99
2021 Q1	$100K	Buy	+363	New	+$102K	0.1%	84

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Better Money Decisions's VBK Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2022, closing a stake of 350 shares — an estimated $69K sold.

Better Money Decisions first reported a position in VBK in Q1 2021 and held it in 4 quarters. The position peaked at $105K in Q2 2021. 798 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

Better Money Decisions reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 350 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $69K.
Better Money Decisions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $105K in Q2 2021.
798 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.