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Lindenwold Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Lindenwold Advisors’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
2024
Q1 		– Sell
-2,312
Closed -$559K – 127
2023
Q4 		$559K Buy
+2,312
New +$502K 0.32% 61

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lindenwold Advisors's VBK Position: Q1 2024 in Review

Lindenwold Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2024, closing a stake of 2,312 shares — an estimated $559K sold.

Lindenwold Advisors first reported a position in VBK in Q4 2023 and held it in 1 quarter. The position peaked at $559K in Q4 2023. 997 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

  • Lindenwold Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 2,312 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $559K.
  • Lindenwold Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Lindenwold Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $559K in Q4 2023.
  • 997 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Lindenwold Advisors's 13F filing for Q1 2024, filed 9 May 2024.