Certuity’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Certuity’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	-414	Closed	-$103K	–	301
2022 Q1	$103K	Buy	+414	New	+$102K	0.02%	293

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Certuity's VBK Position: Q2 2022 in Review

Certuity sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 414 shares — an estimated $103K sold.

Certuity first reported a position in VBK in Q1 2022 and held it in 1 quarter. The position peaked at $103K in Q1 2022. 807 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

Certuity reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Certuity sold 414 Vanguard Small-Cap Growth ETF shares in Q2 2022, an estimated $103K.
Certuity first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
Certuity's Vanguard Small-Cap Growth ETF position peaked at $103K in Q1 2022.
807 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.