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Hefty Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Hefty Wealth Partners’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
2016
Q4 		– Sell
-68
Closed -$8K – 258
2016
Q3 		$8K Sell
68
-453
-87% -$59K 0.01% 184
2016
Q2 		$64K Buy
521
+48
+10% +$5.82K 0.05% 97
2016
Q1 		$56K Hold
473
– – 0.05% 99
2015
Q4 		$57K Buy
+473
New +$58.3K 0.05% 102

Other funds holding VBK

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Hefty Wealth Partners's VBK Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2016, closing a stake of 68 shares — an estimated $8K sold.

Hefty Wealth Partners first reported a position in VBK in Q4 2015 and held it in 4 quarters. The position peaked at $64K in Q2 2016. 296 funds tracked by Wall St. Rank hold VBK as of Q4 2016.

  • Hefty Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 68 Vanguard Small-Cap Growth ETF shares in Q4 2016, an estimated $8K.
  • Hefty Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2015 and held it in 4 quarters.
  • Hefty Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $64K in Q2 2016.
  • 296 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.