First Allied Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

First Allied Advisory Services's VBK Position: Q3 2020 in Review

First Allied Advisory Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 32% in Q3 2020, selling an estimated $684K and leaving 6,947 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #364.

First Allied Advisory Services first reported a position in VBK in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.4M in Q3 2019. 634 funds tracked by Wall St. Rank hold VBK as of Q3 2020.

• First Allied Advisory Services held 6,947 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.49M as of Q3 2020.
• First Allied Advisory Services sold 3,238 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2020, an estimated $684K.
• Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #364 holding.
• First Allied Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 30 quarters since.
• First Allied Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.4M in Q3 2019.
• 634 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.