IAMOG
VBK icon

Investors Asset Management of Georgia’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-37
Closed -$7K – 494
2022
Q3 		$7K Hold
37
– – ﹤0.01% 510
2022
Q2 		$7K Buy
+37
New +$8.02K ﹤0.01% 452

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Investors Asset Management of Georgia's VBK Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 37 shares — an estimated $7K sold.

Investors Asset Management of Georgia first reported a position in VBK in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 854 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 37 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2022, an estimated $7K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7K in Q3 2022.
  • 854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.