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Kathmere Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Kathmere Capital Management’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
2020
Q4 		– Sell
-50
Closed -$11K – 445
2020
Q3 		$11K Buy
+50
New +$10.6K ﹤0.01% 297

Other funds holding VBK

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

Kathmere Capital Management's VBK Position: Q4 2020 in Review

Kathmere Capital Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 50 shares — an estimated $11K sold.

Kathmere Capital Management first reported a position in VBK in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Kathmere Capital Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Kathmere Capital Management sold 50 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $11K.
  • Kathmere Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Kathmere Capital Management's Vanguard Small-Cap Growth ETF position peaked at $11K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Kathmere Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.