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Harfst & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Harfst & 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
2021
Q3 		– Sell
-1,000
Closed -$289K – 134
2021
Q2 		$289K Buy
+1,000
New +$280K 0.08% 116

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Harfst & Associates's VBK Position: Q3 2021 in Review

Harfst & Associates sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 1,000 shares — an estimated $289K sold.

Harfst & Associates first reported a position in VBK in Q2 2021 and held it in 1 quarter. The position peaked at $289K in Q2 2021. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

  • Harfst & Associates reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Harfst & Associates sold 1,000 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $289K.
  • Harfst & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Harfst & Associates's Vanguard Small-Cap Growth ETF position peaked at $289K in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Harfst & Associates's 13F filing for Q3 2021, filed 28 Oct 2021.