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Insight Capital Research & Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Insight Capital Research & 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
Q3 		$2.35M Hold
15,386
– – 1.33% 24
2017
Q2 		$2.24M Hold
15,386
– – 1.31% 24
2017
Q1 		$2.16M Hold
15,386
– – 1.22% 35
2016
Q4 		$2.05M Hold
15,386
– – 1.09% 38
2016
Q3 		$2.03M Buy
+15,386
New +$2M 0.9% 52

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Insight Capital Research & Management's VBK Position: Q3 2017 in Review

Insight Capital Research & Management held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q3 2017 at 15,386 shares worth $2.35M. The position accounts for 1.33% of the portfolio, ranked #24.

Insight Capital Research & Management first reported a position in VBK in Q3 2016 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold VBK as of Q3 2017.

  • Insight Capital Research & Management held 15,386 shares of Vanguard Small-Cap Growth ETF worth $2.35M as of Q3 2017.
  • Insight Capital Research & Management left its Vanguard Small-Cap Growth ETF share count unchanged in Q3 2017.
  • Vanguard Small-Cap Growth ETF made up 1.33% of Insight Capital Research & Management's portfolio in Q3 2017, its #24 holding.
  • Insight Capital Research & Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2016 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.