MD Financial Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MD Financial 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 Q4	$20K	Buy	+71	New	+$20.4K	﹤0.01%	292

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MD Financial Management's VBK Position: Q4 2021 in Review

MD Financial Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2021: 71 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings.

897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

MD Financial Management held 71 shares of Vanguard Morningstar Small-Cap Growth ETF worth $20K as of Q4 2021.
Vanguard Morningstar Small-Cap Growth ETF was a new MD Financial Management position in Q4 2021.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #292 holding.
897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.