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

Clarus 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
2022 Q3	–	Sell	-2,027	Closed	-$411K	–	117
2022 Q2	$411K	Buy	2,027 +218	+12%	+$47.3K	0.29%	69
2022 Q1	$430K	Buy	1,809 +367	+25%	+$90.4K	0.27%	66
2021 Q4	$383K	Buy	+1,442	New	+$414K	0.22%	70
2021 Q3	–	Sell	-5,840	Closed	-$1.68M	–	108
2021 Q2	$1.68M	Buy	5,840 +753	+15%	+$211K	1.05%	27
2021 Q1	$1.43M	Sell	5,087 -1,089	-18%	-$307K	0.9%	26
2020 Q4	$1.73M	Sell	6,176 -614	-9%	-$148K	1.15%	22
2020 Q3	$1.51M	Buy	6,790 +2,306	+51%	+$487K	1.17%	22
2020 Q2	$902K	Buy	4,484 +2,045	+84%	+$369K	0.76%	29
2020 Q1	$341K	Buy	+2,439	New	+$453K	0.34%	83
2019 Q3	–	Sell	-470	Closed	-$88K	–	522
2019 Q2	$88K	Sell	470 -583	-55%	-$106K	0.06%	211
2019 Q1	$189K	Hold	1,053	–	–	0.14%	106
2018 Q4	$159K	Buy	1,053 +201	+24%	+$33.2K	0.25%	110
2018 Q3	$160K	Hold	852	–	–	0.1%	163
2018 Q2	$140K	Buy	+852	New	+$146K	0.11%	159

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 22.96% 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

Clarus Wealth Advisors's VBK Position: Q3 2022 in Review

Clarus Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2022, closing a stake of 2,027 shares — an estimated $411K sold.

Clarus Wealth Advisors first reported a position in VBK in Q2 2018 and held it in 14 quarters. The position peaked at $1.73M in Q4 2020. 798 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

Clarus Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 2,027 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $411K.
Clarus Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and held it in 14 quarters.
Clarus Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.73M in Q4 2020.
798 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Clarus Wealth Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.