FFA
VBK icon

Freedman Financial Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-179
Closed -$45K – 398
2022
Q1 		$45K Hold
179
– – 0.03% 214
2021
Q4 		$50K Hold
179
– – 0.03% 201
2021
Q3 		$50K Hold
179
– – 0.04% 196
2021
Q2 		$52K Hold
179
– – 0.04% 188
2021
Q1 		$49K Hold
179
– – 0.04% 193
2020
Q4 		$48K Buy
+179
New +$43.3K 0.04% 189

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Freedman Financial Associates's VBK Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 179 shares — an estimated $45K sold.

Freedman Financial Associates first reported a position in VBK in Q4 2020 and held it in 6 quarters. The position peaked at $52K in Q2 2021. 807 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 179 Vanguard Small-Cap Growth ETF shares in Q2 2022, an estimated $45K.
  • Freedman Financial Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Small-Cap Growth ETF position peaked at $52K in Q2 2021.
  • 807 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.