FWIA
VBK icon

Fort Washington Investment Advisors’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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