MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	–	Hold	0	–	–	–	71
2018 Q3	–	Hold	0	–	–	–	72
2018 Q2	–	Hold	0	–	–	–	74
2018 Q1	–	Hold	0	–	–	–	78
2017 Q4	–	Hold	0	–	–	–	75
2017 Q3	–	Hold	0	–	–	–	76
2017 Q2	–	Hold	0	–	–	–	75
2017 Q1	–	Hold	0	–	–	–	71
2016 Q4	–	Hold	0	–	–	–	75
2016 Q3	–	Hold	0	–	–	–	72
2016 Q2	–	Hold	0	–	–	–	73
2016 Q1	–	Hold	0	–	–	–	76
2015 Q4	–	Hold	0	–	–	–	78

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 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 22.96% 1-Year Est. Return

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

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

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

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