Bromfield Sneider Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bromfield Sneider Wealth Advisors’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
2024 Q1	$14.9M	Buy	57,274 +582	+1%	+$143K	9.23%	4
2023 Q4	$13.7M	Sell	56,692 -341	-0.6%	-$74K	9.28%	4
2023 Q3	$12.2M	Buy	57,033 +398	+0.7%	+$90.5K	9.2%	4
2023 Q2	$13M	Sell	56,635 -641	-1%	-$139K	10.33%	3
2023 Q1	$12.4M	Buy	57,276 +680	+1%	+$147K	10.43%	4
2022 Q4	$11.3M	Buy	56,596 +389	+0.7%	+$79.6K	10.52%	3
2022 Q3	$11M	Buy	56,207 +477	+0.9%	+$102K	12.97%	3
2022 Q2	$11M	Buy	55,730 +1,632	+3%	+$354K	13.35%	3
2022 Q1	$13.4M	Buy	54,098 +142	+0.3%	+$35K	14.09%	3
2021 Q4	$15.2M	Buy	+53,956	New	+$15.5M	15.51%	3

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's VBK Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q1 2024, buying an estimated $143K and bringing the position to 57,274 shares worth $14.9M. The position accounts for 9.23% of the portfolio, ranked #4.

Bromfield Sneider Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 10 quarters since. The position peaked at $15.2M in Q4 2021. 999 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

Bromfield Sneider Wealth Advisors held 57,274 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.9M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 582 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $143K.
Vanguard Morningstar Small-Cap Growth ETF made up 9.23% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #4 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $15.2M in Q4 2021.
999 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.