Meeder Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-50	Closed	-$10K	–	1961
2022 Q3	$10K	Hold	50	–	–	﹤0.01%	1334
2022 Q2	$10K	Sell	50 -58	-54%	-$12.6K	﹤0.01%	1386
2022 Q1	$27K	Buy	108 +50	+86%	+$12.3K	﹤0.01%	1171
2021 Q4	$16K	Hold	58	–	–	﹤0.01%	683
2021 Q3	$16K	Buy	58 +53	+1,060%	+$15.2K	﹤0.01%	1505
2021 Q2	$1K	Sell	5 -9	-64%	-$2.52K	﹤0.01%	2403
2021 Q1	$4K	Sell	14 -12	-46%	-$3.38K	﹤0.01%	1936
2020 Q4	$7K	Buy	+26	New	+$6.29K	﹤0.01%	1121
2019 Q1	–	Sell	-279	Closed	-$42K	–	1864
2018 Q4	$42K	Buy	+279	New	+$46K	﹤0.01%	859

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Meeder Asset Management's VBK Position: Q4 2022 in Review

Meeder Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 50 shares — an estimated $10K sold.

Meeder Asset Management first reported a position in VBK in Q4 2018 and held it in 9 quarters. The position peaked at $42K in Q4 2018. 854 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

Meeder Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 50 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2022, an estimated $10K.
Meeder Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 9 quarters.
Meeder Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $42K in Q4 2018.
854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.