Hutchens Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hutchens Investment Management’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
2017 Q4	$402K	Hold	2,500	–	–	0.38%	59
2017 Q3	$381K	Hold	2,500	–	–	0.35%	61
2017 Q2	$364K	Hold	2,500	–	–	0.31%	62
2017 Q1	$351K	Hold	2,500	–	–	0.31%	62
2016 Q4	$332K	Hold	2,500	–	–	0.35%	51
2016 Q3	$329K	Hold	2,500	–	–	0.31%	57
2016 Q2	$309K	Sell	2,500 -500	-17%	-$60.6K	0.3%	58
2016 Q1	$357K	Buy	+3,000	New	+$334K	0.36%	54

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hutchens Investment Management's VBK Position: Q4 2017 in Review

Hutchens Investment Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q4 2017 at 2,500 shares worth $402K. The position accounts for 0.38% of the portfolio, ranked #59.

Hutchens Investment Management first reported a position in VBK in Q1 2016 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold VBK as of Q4 2017.

Hutchens Investment Management held 2,500 shares of Vanguard Morningstar Small-Cap Growth ETF worth $402K as of Q4 2017.
Hutchens Investment Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q4 2017.
Vanguard Morningstar Small-Cap Growth ETF made up 0.38% of Hutchens Investment Management's portfolio in Q4 2017, its #59 holding.
Hutchens Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2016 and has held it in 8 quarters since.
383 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.