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Maryland Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Maryland Capital 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
2021
Q3 		– Sell
-7,033
Closed -$2.04M – 260
2021
Q2 		$2.04M Buy
7,033
+250
+4% +$69.9K 0.12% 83
2021
Q1 		$1.86M Buy
6,783
+732
+12% +$206K 0.12% 84
2020
Q4 		$1.62M Buy
+6,051
New +$1.46M 0.11% 87
2014
Q1 		– Sell
-4,221
Closed -$200K – 195
2013
Q4 		$200K Buy
+4,221
New +$498K 0.03% 202

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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Maryland Capital Management's VBK Position: Q3 2021 in Review

Maryland Capital Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 7,033 shares — an estimated $2.04M sold.

Maryland Capital Management first reported a position in VBK in Q4 2013 and held it in 4 quarters. The position peaked at $2.04M in Q2 2021. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

  • Maryland Capital Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Maryland Capital Management sold 7,033 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $2.04M.
  • Maryland Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and held it in 4 quarters.
  • Maryland Capital Management's Vanguard Small-Cap Growth ETF position peaked at $2.04M in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Maryland Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.