Israel Englander’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Israel Englander’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 Q4	–	Sell	-5,450	Closed	-$1.17M	–	6577
2023 Q3	$1.17M	Buy	+5,450	New	+$1.24M	﹤0.01%	4067
2022 Q3	–	Sell	-5,054	Closed	-$996K	–	7523
2022 Q2	$996K	Buy	+5,054	New	+$1.1M	﹤0.01%	4365
2021 Q3	–	Sell	-1,351	Closed	-$392K	–	7280
2021 Q2	$392K	Sell	1,351 -1,636	-55%	-$458K	﹤0.01%	5500
2021 Q1	$820K	Buy	+2,987	New	+$842K	﹤0.01%	4398
2018 Q2	–	Sell	-2,015	Closed	-$330K	–	4193
2018 Q1	$330K	Buy	2,015 +464	+30%	+$76.5K	﹤0.01%	3179
2017 Q4	$249K	Buy	+1,551	New	+$244K	﹤0.01%	3427
2017 Q3	–	Sell	-3,833	Closed	-$559K	–	3883
2017 Q2	$559K	Buy	3,833 +2,006	+110%	+$287K	﹤0.01%	2754
2017 Q1	$257K	Sell	1,827 -1,735	-49%	-$240K	﹤0.01%	3112
2016 Q4	$474K	Buy	+3,562	New	+$465K	﹤0.01%	2695

Other funds holding VBK

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

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

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

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Englander's VBK Position: Q4 2023 in Review

Israel Englander sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2023, closing a stake of 5,450 shares — an estimated $1.17M sold.

Israel Englander first reported a position in VBK in Q4 2016 and held it in 9 quarters. The position peaked at $1.17M in Q3 2023. 978 funds tracked by Wall St. Rank hold VBK as of Q4 2023.

Israel Englander reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Israel Englander sold 5,450 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2023, an estimated $1.17M.
Israel Englander first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2016 and held it in 9 quarters.
Israel Englander's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.17M in Q3 2023.
978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2023.

Based on Millennium Management's 13F filing for Q4 2023, filed 14 Feb 2024.