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Leo Brokerage’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Leo Brokerage’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
Q2 		$222K Buy
966
+2
+0.2% +$435 0.03% 277
2023
Q1 		$209K Buy
+964
New +$208K 0.03% 276

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Leo Brokerage's VBK Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.21% in Q2 2023, buying an estimated $435 and bringing the position to 966 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #277.

Leo Brokerage first reported a position in VBK in Q1 2023 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

  • Leo Brokerage held 966 shares of Vanguard Morningstar Small-Cap Growth ETF worth $222K as of Q2 2023.
  • Leo Brokerage bought 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $435.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #277 holding.
  • Leo Brokerage first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.