IH
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IFC Holdings’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-1,298
Closed -$209K – 391
2017
Q4 		$209K Sell
1,298
-96
-7% -$15.1K 0.01% 459
2017
Q3 		$213K Buy
+1,394
New +$205K 0.01% 469

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFC Holdings's VBK Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2018, closing a stake of 1,298 shares — an estimated $209K sold.

IFC Holdings first reported a position in VBK in Q3 2017 and held it in 2 quarters. The position peaked at $213K in Q3 2017. 388 funds tracked by Wall St. Rank hold VBK as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 1,298 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2018, an estimated $209K.
  • IFC Holdings first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2017 and held it in 2 quarters.
  • IFC Holdings's Vanguard Morningstar Small-Cap Growth ETF position peaked at $213K in Q3 2017.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.