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Droms Strauss Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Droms Strauss 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
2021
Q3 		– Sell
-720
Closed -$210K – 51
2021
Q2 		$210K Buy
+720
New +$201K 0.1% 50

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Droms Strauss Advisors's VBK Position: Q3 2021 in Review

Droms Strauss Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 720 shares — an estimated $210K sold.

Droms Strauss Advisors first reported a position in VBK in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

  • Droms Strauss Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Droms Strauss Advisors sold 720 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $210K.
  • Droms Strauss Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Droms Strauss Advisors's Vanguard Small-Cap Growth ETF position peaked at $210K in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Droms Strauss Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.