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Braver Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Braver Wealth 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
2016
Q4 		$2.18M Buy
16,378
+4,092
+33% +$535K 0.35% 79
2016
Q3 		$1.62M Sell
12,286
-123
-1% -$16K 0.27% 80
2016
Q2 		$1.54M Buy
12,409
+336
+3% +$40.8K 0.26% 68
2016
Q1 		$1.44M Buy
+12,073
New +$1.34M 0.24% 75

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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Braver Wealth Management's VBK Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 33% in Q4 2016, buying an estimated $535K and bringing the position to 16,378 shares worth $2.18M. The position accounts for 0.35% of the portfolio, ranked #79.

Braver Wealth Management first reported a position in VBK in Q1 2016 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold VBK as of Q4 2016.

  • Braver Wealth Management held 16,378 shares of Vanguard Small-Cap Growth ETF worth $2.18M as of Q4 2016.
  • Braver Wealth Management bought 4,092 Vanguard Small-Cap Growth ETF shares in Q4 2016, an estimated $535K.
  • Vanguard Small-Cap Growth ETF made up 0.35% of Braver Wealth Management's portfolio in Q4 2016, its #79 holding.
  • Braver Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2016 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.