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Madden Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Madden Advisory Services’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
2014
Q2 		– Sell
-37
Closed -$5K – 397
2014
Q1 		$5K Buy
+37
New +$4.58K ﹤0.01% 305

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Madden Advisory Services's VBK Position: Q2 2014 in Review

Madden Advisory Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2014, closing a stake of 37 shares — an estimated $5K sold.

Madden Advisory Services first reported a position in VBK in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 214 funds tracked by Wall St. Rank hold VBK as of Q2 2014.

  • Madden Advisory Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Madden Advisory Services sold 37 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2014, an estimated $5K.
  • Madden Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • Madden Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $5K in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2014.

Based on Madden Advisory Services's 13F filing for Q2 2014, filed 11 Aug 2014.