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Founders Capital Management (Texas)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Founders Capital Management (Texas)’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
Q2 		– Sell
-7
Closed -$2K – 406
2023
Q1 		$2K Hold
7
– – ﹤0.01% 368
2022
Q4 		$1K Hold
7
– – ﹤0.01% 372
2022
Q3 		$1K Buy
+7
New +$1.5K ﹤0.01% 382

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Founders Capital Management (Texas)'s VBK Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2023, closing a stake of 7 shares — an estimated $2K sold.

Founders Capital Management (Texas) first reported a position in VBK in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 864 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

  • Founders Capital Management (Texas) reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $2K.
  • Founders Capital Management (Texas) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2022 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $2K in Q1 2023.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.