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FirstPurpose Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

FirstPurpose Wealth’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
2023
Q1 		– Sell
-1,259
Closed -$253K – 201
2022
Q4 		$253K Buy
+1,259
New +$258K 0.14% 142

Other funds holding VBK

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FirstPurpose Wealth's VBK Position: Q1 2023 in Review

FirstPurpose Wealth sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 1,259 shares — an estimated $253K sold.

FirstPurpose Wealth first reported a position in VBK in Q4 2022 and held it in 1 quarter. The position peaked at $253K in Q4 2022. 845 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • FirstPurpose Wealth reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 1,259 Vanguard Small-Cap Growth ETF shares in Q1 2023, an estimated $253K.
  • FirstPurpose Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • FirstPurpose Wealth's Vanguard Small-Cap Growth ETF position peaked at $253K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2023.

Based on FirstPurpose Wealth's 13F filing for Q1 2023, filed 3 May 2023.