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First Personal Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

First Personal Financial Services’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
2024
Q3 		$12.3K Hold
46
– – ﹤0.01% 295
2024
Q2 		$11.5K Buy
46
+41
+820% +$10.2K ﹤0.01% 267
2024
Q1 		$1.3K Buy
+5
New +$1.23K ﹤0.01% 341
2023
Q2 		– Sell
-32
Closed -$6.93K – 404
2023
Q1 		$6.93K Buy
+32
New +$6.92K ﹤0.01% 345

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Personal Financial Services's VBK Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2024 at 46 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

First Personal Financial Services first reported a position in VBK in Q1 2023 and has held it in 4 quarters since. 1,023 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • First Personal Financial Services held 46 shares of Vanguard Morningstar Small-Cap Growth ETF worth $12.3K as of Q3 2024.
  • First Personal Financial Services left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2024.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #295 holding.
  • First Personal Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.