GWA
VBK icon

Gibson Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Gibson Wealth 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
Q4 		– Sell
-98
Closed -$19K – 129
2022
Q3 		$19K Hold
98
– – 0.02% 77
2022
Q2 		$19K Hold
98
– – 0.02% 72
2022
Q1 		$24K Hold
98
– – 0.02% 71
2021
Q4 		$28K Buy
+98
New +$28.1K 0.03% 60

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Gibson Wealth Advisors's VBK Position: Q4 2022 in Review

Gibson Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 98 shares — an estimated $19K sold.

Gibson Wealth Advisors first reported a position in VBK in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

  • Gibson Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Gibson Wealth Advisors sold 98 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2022, an estimated $19K.
  • Gibson Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Gibson Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $28K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.