Fort Washington Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Fort Washington Investment 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
2022 Q1	–	Sell	-775	Closed	-$218K	–	533
2021 Q4	$218K	Hold	775	–	–	﹤0.01%	491
2021 Q3	$217K	Sell	775 -177	-19%	-$50.7K	﹤0.01%	490
2021 Q2	$276K	Sell	952 -806	-46%	-$225K	﹤0.01%	472
2021 Q1	$483K	Hold	1,758	–	–	﹤0.01%	385
2020 Q4	$471K	Hold	1,758	–	–	0.01%	389
2020 Q3	$378K	Hold	1,758	–	–	﹤0.01%	400
2020 Q2	$351K	Buy	1,758 +328	+23%	+$59.2K	﹤0.01%	411
2020 Q1	$215K	Buy	+1,430	New	+$265K	﹤0.01%	411
2017 Q2	–	Sell	-1,459	Closed	-$205K	–	493
2017 Q1	$205K	Buy	+1,459	New	+$202K	﹤0.01%	474

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fort Washington Investment Advisors's VBK Position: Q1 2022 in Review

Fort Washington Investment Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 775 shares — an estimated $218K sold.

Fort Washington Investment Advisors first reported a position in VBK in Q1 2017 and held it in 9 quarters. The position peaked at $483K in Q1 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

Fort Washington Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Fort Washington Investment Advisors sold 775 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $218K.
Fort Washington Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and held it in 9 quarters.
Fort Washington Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $483K in Q1 2021.
855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.