Independent Portfolio Consultants’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Independent Portfolio Consultants’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 Q2	$155K	Buy	+1,065	New	+$153K	0.06%	337

Other funds holding VBK

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Independent Portfolio Consultants's VBK Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2017: 1,065 shares worth $155K. The stake represents 0.06% of the portfolio and ranks #337 among its holdings.

324 funds tracked by Wall St. Rank hold VBK as of Q2 2017.

Independent Portfolio Consultants held 1,065 shares of Vanguard Small-Cap Growth ETF worth $155K as of Q2 2017.
Vanguard Small-Cap Growth ETF was a new Independent Portfolio Consultants position in Q2 2017.
Vanguard Small-Cap Growth ETF made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #337 holding.
324 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.