Money Design’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Money Design’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	-17	Closed	-$5K	–	69
2021 Q2	$5K	Hold	17	–	–	﹤0.01%	63
2021 Q1	$5K	Buy	+17	New	+$4.79K	﹤0.01%	64
2020 Q3	–	Sell	-5,439	Closed	-$1.09M	–	63
2020 Q2	$1.09M	Buy	+5,439	New	+$982K	0.15%	49
2020 Q1	–	Sell	-34	Closed	-$7K	–	66
2019 Q4	$7K	Buy	34 +24	+240%	+$4.55K	﹤0.01%	56
2019 Q3	$2K	Sell	10 -219	-96%	-$40.8K	﹤0.01%	53
2019 Q2	$43K	Sell	229 -7,060	-97%	-$1.28M	0.01%	50
2019 Q1	$1.31M	Buy	+7,289	New	+$1.25M	0.35%	40
2017 Q4	–	Sell	-317	Closed	-$48K	–	33
2017 Q3	$48K	Buy	+317	New	+$46.6K	0.04%	34

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Money Design's VBK Position: Q3 2021 in Review

Money Design sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 17 shares — an estimated $5K sold.

Money Design first reported a position in VBK in Q3 2017 and held it in 8 quarters. The position peaked at $1.31M in Q1 2019. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

Money Design reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Money Design sold 17 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $5K.
Money Design first reported a position in Vanguard Small-Cap Growth ETF in Q3 2017 and held it in 8 quarters.
Money Design's Vanguard Small-Cap Growth ETF position peaked at $1.31M in Q1 2019.
771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Money Design's 13F filing for Q3 2021, filed 14 Oct 2021.