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Emerson Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-60
Closed -$7K – 190
2014
Q3 		$7K Buy
+60
New +$7.44K ﹤0.01% 194

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Emerson Investment Management's VBK Position: Q4 2014 in Review

Emerson Investment Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2014, closing a stake of 60 shares — an estimated $7K sold.

Emerson Investment Management first reported a position in VBK in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 225 funds tracked by Wall St. Rank hold VBK as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 60 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2014, an estimated $7K.
  • Emerson Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7K in Q3 2014.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.