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

HC Financial 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 Q2	$39K	Buy	+200	New	+$43.4K	0.03%	141

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HC Financial Advisors's VBK Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022: 200 shares worth $39K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

807 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

HC Financial Advisors held 200 shares of Vanguard Morningstar Small-Cap Growth ETF worth $39K as of Q2 2022.
Vanguard Morningstar Small-Cap Growth ETF was a new HC Financial Advisors position in Q2 2022.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #141 holding.
807 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.