Investment Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Investment Partners’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
2015 Q2	–	Sell	-286	Closed	-$38K	–	138
2015 Q1	$38K	Buy	+286	New	+$37K	0.04%	123

Other funds holding VBK

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Partners's VBK Position: Q2 2015 in Review

Investment Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2015, closing a stake of 286 shares — an estimated $38K sold.

Investment Partners first reported a position in VBK in Q1 2015 and held it in 1 quarter. The position peaked at $38K in Q1 2015. 248 funds tracked by Wall St. Rank hold VBK as of Q2 2015.

Investment Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
Investment Partners sold 286 Vanguard Small-Cap Growth ETF shares in Q2 2015, an estimated $38K.
Investment Partners first reported a position in Vanguard Small-Cap Growth ETF in Q1 2015 and held it in 1 quarter.
Investment Partners's Vanguard Small-Cap Growth ETF position peaked at $38K in Q1 2015.
248 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.