Ipsen Advisor Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Ipsen Advisor 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
2022 Q4	$365K	Buy	+1,822	New	+$373K	0.42%	64

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ipsen Advisor Group's VBK Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q4 2022: 1,822 shares worth $365K. The stake represents 0.42% of the portfolio and ranks #64 among its holdings.

852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

Ipsen Advisor Group held 1,822 shares of Vanguard Small-Cap Growth ETF worth $365K as of Q4 2022.
Vanguard Small-Cap Growth ETF was a new Ipsen Advisor Group position in Q4 2022.
Vanguard Small-Cap Growth ETF made up 0.42% of Ipsen Advisor Group's portfolio in Q4 2022, its #64 holding.
852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.