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Carl Stuart Investment Advisor’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Carl Stuart Investment Advisor’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
-478
Closed -$119K – 92
2022
Q1 		$119K Buy
+478
New +$118K 0.09% 38

Other funds holding VBK

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Carl Stuart Investment Advisor's VBK Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 478 shares — an estimated $119K sold.

Carl Stuart Investment Advisor first reported a position in VBK in Q1 2022 and held it in 1 quarter. The position peaked at $119K in Q1 2022. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 478 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $119K.
  • Carl Stuart Investment Advisor first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Vanguard Morningstar Small-Cap Growth ETF position peaked at $119K in Q1 2022.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.