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Column Capital Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Column Capital 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
2023
Q3 		$6.42K Hold
30
– – ﹤0.01% 574
2023
Q2 		$6.89K Hold
30
– – ﹤0.01% 584
2023
Q1 		$6.49K Buy
+30
New +$6.49K ﹤0.01% 611

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Column Capital Advisors's VBK Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q3 2023 at 30 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Column Capital Advisors first reported a position in VBK in Q1 2023 and has held it in 3 quarters since. The position peaked at $6.89K in Q2 2023. 868 funds tracked by Wall St. Rank hold VBK as of Q3 2023.

  • Column Capital Advisors held 30 shares of Vanguard Small-Cap Growth ETF worth $6.42K as of Q3 2023.
  • Column Capital Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q3 2023.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #574 holding.
  • Column Capital Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's Vanguard Small-Cap Growth ETF position peaked at $6.89K in Q2 2023.
  • 868 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.