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Imprint Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Imprint Wealth’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
2024
Q1 		$932K Buy
+3,608
New +$886K 0.23% 97

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Imprint Wealth's VBK Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2024: 3,608 shares worth $932K. The stake represents 0.23% of the portfolio and ranks #97 among its holdings.

997 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

  • Imprint Wealth held 3,608 shares of Vanguard Small-Cap Growth ETF worth $932K as of Q1 2024.
  • Vanguard Small-Cap Growth ETF was a new Imprint Wealth position in Q1 2024.
  • Vanguard Small-Cap Growth ETF made up 0.23% of Imprint Wealth's portfolio in Q1 2024, its #97 holding.
  • 997 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.