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

LS Investment 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
2022
Q2 		– Sell
-218
Closed -$54K – 141
2022
Q1 		$54K Buy
+218
New +$53.7K 0.01% 136
2014
Q2 		– Sell
-70
Closed -$9K – 983
2014
Q1 		$9K Hold
70
– – ﹤0.01% 822
2013
Q4 		$9K Hold
70
– – ﹤0.01% 889
2013
Q3 		$8K Hold
70
– – ﹤0.01% 707
2013
Q2 		$7K Buy
+70
New +$7.08K ﹤0.01% 763

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

LS Investment Advisors's VBK Position: Q2 2022 in Review

LS Investment Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 218 shares — an estimated $54K sold.

LS Investment Advisors first reported a position in VBK in Q2 2013 and held it in 5 quarters. The position peaked at $54K in Q1 2022. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

  • LS Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • LS Investment Advisors sold 218 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $54K.
  • LS Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and held it in 5 quarters.
  • LS Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $54K in Q1 2022.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on LS Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.