IFS Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

IFS 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 Q1	–	Sell	-111	Closed	-$29K	–	144
2020 Q4	$29K	Buy	+111	New	+$26.8K	0.02%	61

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 $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IFS Advisors's VBK Position: Q1 2021 in Review

IFS Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2021, closing a stake of 111 shares — an estimated $29K sold.

IFS Advisors first reported a position in VBK in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 754 funds tracked by Wall St. Rank hold VBK as of Q1 2021.

IFS Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
IFS Advisors sold 111 Vanguard Small-Cap Growth ETF shares in Q1 2021, an estimated $29K.
IFS Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
IFS Advisors's Vanguard Small-Cap Growth ETF position peaked at $29K in Q4 2020.
754 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.