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Hochman Cole Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hochman Cole Investment 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
Q3 		$351K Sell
1,253
-103
-8% -$29.5K 0.14% 92
2021
Q2 		$393K Sell
1,356
-349
-20% -$97.6K 0.16% 87
2021
Q1 		$468K Hold
1,705
– – 0.2% 79
2020
Q4 		$456K Sell
1,705
-237
-12% -$57.3K 0.2% 79
2020
Q3 		$417K Sell
1,942
-349
-15% -$73.7K 0.21% 73
2020
Q2 		$457K Hold
2,291
– – 0.25% 70
2020
Q1 		$344K Hold
2,291
– – 0.24% 71
2019
Q4 		$455K Hold
2,291
– – 0.25% 69
2019
Q3 		$417K Sell
2,291
-160
-7% -$29.8K 0.26% 68
2019
Q2 		$456K Hold
2,451
– – 0.27% 70
2019
Q1 		$440K Hold
2,451
– – 0.26% 74
2018
Q4 		$369K Hold
2,451
– – 0.25% 71
2018
Q3 		$459K Hold
2,451
– – 0.29% 59
2018
Q2 		$431K Hold
2,451
– – 0.28% 61
2018
Q1 		$402K Hold
2,451
– – 0.28% 61
2017
Q4 		$394K Hold
2,451
– – 0.25% 60
2017
Q3 		$374K Buy
2,451
+1
+0% +$147 0.24% 63
2017
Q2 		$357K Buy
2,450
+6
+0.2% +$860 0.25% 64
2017
Q1 		$344K Buy
2,444
+6
+0.2% +$831 0.25% 63
2016
Q4 		$325K Hold
2,438
– – 0.24% 63
2016
Q3 		$321K Buy
2,438
+3
+0.1% +$391 0.24% 63
2016
Q2 		$302K Buy
2,435
+4
+0.2% +$485 0.25% 59
2016
Q1 		$289K Buy
2,431
+7
+0.3% +$779 0.25% 62
2015
Q4 		$294K Buy
+2,424
New +$299K 0.25% 60

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hochman Cole Investment Advisors's VBK Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.6% in Q3 2021, selling an estimated $29.5K and leaving 1,253 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #92.

Hochman Cole Investment Advisors first reported a position in VBK in Q4 2015 and has held it in 24 quarters since. The position peaked at $468K in Q1 2021. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,253 shares of Vanguard Morningstar Small-Cap Growth ETF worth $351K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 103 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2021, an estimated $29.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #92 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $468K in Q1 2021.
  • 771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.