Institutional & Family Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-10	Closed	-$2.3K	–	762
2023 Q2	$2.3K	Buy	+10	New	+$2.18K	﹤0.01%	560
2020 Q3	–	Sell	-5	Closed	-$1K	–	895
2020 Q2	$1K	Buy	+5	New	+$903	﹤0.01%	811
2018 Q4	–	Sell	-41	Closed	-$8K	–	885
2018 Q3	$8K	Hold	41	–	–	﹤0.01%	567
2018 Q2	$7K	Hold	41	–	–	﹤0.01%	581
2018 Q1	$7K	Buy	+41	New	+$6.76K	﹤0.01%	561

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Institutional & Family Asset Management's VBK Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2023, closing a stake of 10 shares — an estimated $2.3K sold.

Institutional & Family Asset Management first reported a position in VBK in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 869 funds tracked by Wall St. Rank hold VBK as of Q3 2023.

Institutional & Family Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 10 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2023, an estimated $2.3K.
Institutional & Family Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8K in Q3 2018.
869 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.