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Mader & Shannon Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Mader & Shannon Wealth Management’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 		– Sell
-1,199
Closed -$224K – 23
2018
Q3 		$224K Buy
+1,199
New +$220K 0.17% 18

Other funds holding VBK

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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mader & Shannon Wealth Management's VBK Position: Q4 2018 in Review

Mader & Shannon Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2018, closing a stake of 1,199 shares — an estimated $224K sold.

Mader & Shannon Wealth Management first reported a position in VBK in Q3 2018 and held it in 1 quarter. The position peaked at $224K in Q3 2018. 455 funds tracked by Wall St. Rank hold VBK as of Q4 2018.

  • Mader & Shannon Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 1,199 Vanguard Small-Cap Growth ETF shares in Q4 2018, an estimated $224K.
  • Mader & Shannon Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $224K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.