Legal & General Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Legal & General 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
2017 Q3	–	Sell	-157	Closed	-$23K	–	3323
2017 Q2	$23K	Hold	157	–	–	﹤0.01%	3134
2017 Q1	$22K	Hold	157	–	–	﹤0.01%	3055
2016 Q4	$21K	Hold	157	–	–	﹤0.01%	3108
2016 Q3	$21K	Hold	157	–	–	﹤0.01%	2807
2016 Q2	$19K	Hold	157	–	–	﹤0.01%	2855
2016 Q1	$19K	Hold	157	–	–	﹤0.01%	2677
2015 Q4	$19K	Buy	+157	New	+$19.4K	﹤0.01%	2709
2015 Q3	–	Sell	-157	Closed	-$19K	–	2801
2015 Q2	$19K	Hold	157	–	–	﹤0.01%	2737
2015 Q1	$21K	Hold	157	–	–	﹤0.01%	2716
2014 Q4	$20K	Hold	157	–	–	﹤0.01%	2633
2014 Q3	$19K	Buy	+157	New	+$19.5K	﹤0.01%	2614

Other funds holding VBK

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

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

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

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

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legal & General Group's VBK Position: Q3 2017 in Review

Legal & General Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2017, closing a stake of 157 shares — an estimated $23K sold.

Legal & General Group first reported a position in VBK in Q3 2014 and held it in 11 quarters. The position peaked at $23K in Q2 2017. 327 funds tracked by Wall St. Rank hold VBK as of Q3 2017.

Legal & General Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
Legal & General Group sold 157 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2017, an estimated $23K.
Legal & General Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2014 and held it in 11 quarters.
Legal & General Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $23K in Q2 2017.
327 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2017.

Based on Legal & General Group's 13F filing for Q3 2017, filed 9 Nov 2017.