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Johnson Bixby & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Johnson Bixby & Associates’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
2021
Q1 		– Sell
-1,444
Closed -$386K – 80
2020
Q4 		$386K Buy
+1,444
New +$349K 0.13% 51

Other funds holding VBK

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Johnson Bixby & Associates's VBK Position: Q1 2021 in Review

Johnson Bixby & Associates sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2021, closing a stake of 1,444 shares — an estimated $386K sold.

Johnson Bixby & Associates first reported a position in VBK in Q4 2020 and held it in 1 quarter. The position peaked at $386K in Q4 2020. 754 funds tracked by Wall St. Rank hold VBK as of Q1 2021.

  • Johnson Bixby & Associates reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Johnson Bixby & Associates sold 1,444 Vanguard Small-Cap Growth ETF shares in Q1 2021, an estimated $386K.
  • Johnson Bixby & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Johnson Bixby & Associates's Vanguard Small-Cap Growth ETF position peaked at $386K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2021.

Based on Johnson Bixby & Associates's 13F filing for Q1 2021, filed 25 May 2021.