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

Guidant 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
2019
Q3 		$8.91M Buy
48,932
+4,844
+11% +$902K 3.31% 5
2019
Q2 		$8.21M Buy
44,088
+838
+2% +$152K 3.17% 7
2019
Q1 		$7.77M Buy
43,250
+4,626
+12% +$794K 3.03% 9
2018
Q4 		$5.82M Sell
38,624
-46,168
-54% -$7.62M 2.71% 12
2018
Q3 		$13.5M Buy
84,792
+8,936
+12% +$1.64M 5.66% 6
2018
Q2 		$11.8M Buy
75,856
+7,685
+11% +$1.32M 5.13% 6
2018
Q1 		$9.72M Buy
68,171
+5,122
+8% +$845K 4.4% 10
2017
Q4 		$9.44M Buy
63,049
+33,100
+111% +$5.2M 4.22% 9
2017
Q3 		$4.62M Buy
29,949
+2,046
+7% +$301K 3.28% 11
2017
Q2 		$4.05M Sell
27,903
-78
-0.3% -$11.2K 2.09% 17
2017
Q1 		$3.87M Buy
27,981
+5,552
+25% +$769K 2.03% 18
2016
Q4 		$3.05M Buy
22,429
+15,634
+230% +$2.04M 1.73% 22
2016
Q3 		$887K Buy
+6,795
New +$885K 0.55% 43

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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Guidant Wealth Advisors's VBK Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q3 2019, buying an estimated $902K and bringing the position to 48,932 shares worth $8.91M. The position accounts for 3.31% of the portfolio, ranked #5.

Guidant Wealth Advisors first reported a position in VBK in Q3 2016 and has held it in 13 quarters since. The position peaked at $13.5M in Q3 2018. 507 funds tracked by Wall St. Rank hold VBK as of Q3 2019.

  • Guidant Wealth Advisors held 48,932 shares of Vanguard Small-Cap Growth ETF worth $8.91M as of Q3 2019.
  • Guidant Wealth Advisors bought 4,844 Vanguard Small-Cap Growth ETF shares in Q3 2019, an estimated $902K.
  • Vanguard Small-Cap Growth ETF made up 3.31% of Guidant Wealth Advisors's portfolio in Q3 2019, its #5 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q3 2016 and has held it in 13 quarters since.
  • Guidant Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $13.5M in Q3 2018.
  • 507 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.