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FourThought Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

FourThought Financial’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
Q3 		$17K Hold
85
– – ﹤0.01% 908
2022
Q2 		$17K Buy
85
+20
+31% +$4.34K ﹤0.01% 905
2022
Q1 		$16K Buy
+65
New +$16K ﹤0.01% 961

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's VBK Position: Q3 2022 in Review

FourThought Financial held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2022 at 85 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

FourThought Financial first reported a position in VBK in Q1 2022 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

  • FourThought Financial held 85 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17K as of Q3 2022.
  • FourThought Financial left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #908 holding.
  • FourThought Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.