CWAF
VBK icon

Core Wealth Advisors (Florida)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-25
Closed -$5.01K – 281
2022
Q4 		$5.01K Hold
25
– – ﹤0.01% 212
2022
Q3 		$5K Sell
25
-3
-11% -$644 ﹤0.01% 177
2022
Q2 		$6K Buy
+28
New +$6.07K ﹤0.01% 170

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VBK Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 25 shares — an estimated $5.01K sold.

Core Wealth Advisors (Florida) first reported a position in VBK in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 845 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 25 Vanguard Small-Cap Growth ETF shares in Q1 2023, an estimated $5.01K.
  • Core Wealth Advisors (Florida) first reported a position in Vanguard Small-Cap Growth ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Vanguard Small-Cap Growth ETF position peaked at $6K in Q2 2022.
  • 845 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.