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Integer Wealth Advisors Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Integer Wealth Advisors Group’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
2020
Q4 		– Sell
-1,160
Closed -$249K – 80
2020
Q3 		$249K Hold
1,160
– – 0.23% 60
2020
Q2 		$236K Buy
+1,160
New +$209K 0.24% 57

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Integer Wealth Advisors Group's VBK Position: Q4 2020 in Review

Integer Wealth Advisors Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 1,160 shares — an estimated $249K sold.

Integer Wealth Advisors Group first reported a position in VBK in Q2 2020 and held it in 2 quarters. The position peaked at $249K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Integer Wealth Advisors Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Integer Wealth Advisors Group sold 1,160 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2020, an estimated $249K.
  • Integer Wealth Advisors Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Integer Wealth Advisors Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $249K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2020.

Based on Integer Wealth Advisors Group's 13F filing for Q4 2020, filed 7 Jan 2021.