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

HC 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
2024 Q2	–	Sell	-1,731	Closed	-$451K	–	75
2024 Q1	$451K	Hold	1,731	–	–	0.22%	60
2023 Q4	$419K	Hold	1,731	–	–	0.23%	58
2023 Q3	$371K	Buy	1,731 +20	+1%	+$4.55K	0.22%	59
2023 Q2	$393K	Buy	1,711 +2	+0.1%	+$435	0.23%	59
2023 Q1	$370K	Buy	1,709 +3	+0.2%	+$648	0.23%	58
2022 Q4	$342K	Buy	1,706 +4	+0.2%	+$818	0.23%	57
2022 Q3	$332K	Buy	1,702 +3	+0.2%	+$644	0.23%	60
2022 Q2	$335K	Hold	1,699	–	–	0.24%	55
2022 Q1	$422K	Hold	1,699	–	–	0.27%	50
2021 Q4	$479K	Hold	1,699	–	–	0.29%	48
2021 Q3	$476K	Hold	1,699	–	–	0.31%	45
2021 Q2	$492K	Hold	1,699	–	–	0.3%	45
2021 Q1	$467K	Hold	1,699	–	–	0.3%	44
2020 Q4	$455K	Hold	1,699	–	–	0.31%	45
2020 Q3	$365K	Hold	1,699	–	–	0.29%	45
2020 Q2	$339K	Buy	+1,699	New	+$307K	0.28%	56
2020 Q1	–	Sell	-1,699	Closed	-$338K	–	59
2019 Q4	$338K	Buy	+1,699	New	+$322K	0.35%	38

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HC Advisors's VBK Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 1,731 shares — an estimated $451K sold.

HC Advisors first reported a position in VBK in Q4 2019 and held it in 17 quarters. The position peaked at $492K in Q2 2021. 982 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

HC Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 1,731 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2024, an estimated $451K.
HC Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $492K in Q2 2021.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.