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

Hoover 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
2021 Q2	$206K	Buy	710 +52	+8%	+$14.5K	0.04%	134
2021 Q1	$177K	Hold	658	–	–	0.03%	137
2020 Q4	$188K	Buy	658 +74	+13%	+$17.9K	0.05%	116
2020 Q3	$126K	Buy	584 +544	+1,360%	+$115K	0.04%	112
2020 Q2	$8K	Buy	+40	New	+$7.22K	﹤0.01%	364

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 $202B AUM 37.79% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Hoover Financial Advisors's VBK Position: Q2 2021 in Review

Hoover Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.9% in Q2 2021, buying an estimated $14.5K and bringing the position to 710 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #134.

Hoover Financial Advisors first reported a position in VBK in Q2 2020 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold VBK as of Q2 2021.

Hoover Financial Advisors held 710 shares of Vanguard Morningstar Small-Cap Growth ETF worth $206K as of Q2 2021.
Hoover Financial Advisors bought 52 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2021, an estimated $14.5K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #134 holding.
Hoover Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 5 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.