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

HCR 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
2021
Q1 		– Sell
-57
Closed -$15K – 272
2020
Q4 		$15K Hold
57
– – ﹤0.01% 241
2020
Q3 		$13K Hold
57
– – ﹤0.01% 220
2020
Q2 		$11K Hold
57
– – ﹤0.01% 225
2020
Q1 		$9K Hold
57
– – ﹤0.01% 214
2019
Q4 		$11K Buy
+57
New +$10.8K ﹤0.01% 210

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

HCR Wealth Advisors's VBK Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2021, closing a stake of 57 shares — an estimated $15K sold.

HCR Wealth Advisors first reported a position in VBK in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 754 funds tracked by Wall St. Rank hold VBK as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 57 Vanguard Small-Cap Growth ETF shares in Q1 2021, an estimated $15K.
  • HCR Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $15K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.