Crow Point Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Crow Point Partners’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
2019 Q4	$635K	Buy	+3,206	New	+$608K	0.99%	25

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Crow Point Partners's VBK Position: Q4 2019 in Review

Crow Point Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2019: 3,206 shares worth $635K. The stake represents 0.99% of the portfolio and ranks #25 among its holdings.

596 funds tracked by Wall St. Rank hold VBK as of Q4 2019.

Crow Point Partners held 3,206 shares of Vanguard Morningstar Small-Cap Growth ETF worth $635K as of Q4 2019.
Vanguard Morningstar Small-Cap Growth ETF was a new Crow Point Partners position in Q4 2019.
Vanguard Morningstar Small-Cap Growth ETF made up 0.99% of Crow Point Partners's portfolio in Q4 2019, its #25 holding.
596 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.