MPI Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

MPI Investment 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
2017 Q4	$356K	Buy	+2,212	New	+$348K	0.43%	53

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MPI Investment Management's VBK Position: Q4 2017 in Review

MPI Investment Management opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q4 2017: 2,212 shares worth $356K. The stake represents 0.43% of the portfolio and ranks #53 among its holdings.

383 funds tracked by Wall St. Rank hold VBK as of Q4 2017.

MPI Investment Management held 2,212 shares of Vanguard Small-Cap Growth ETF worth $356K as of Q4 2017.
Vanguard Small-Cap Growth ETF was a new MPI Investment Management position in Q4 2017.
Vanguard Small-Cap Growth ETF made up 0.43% of MPI Investment Management's portfolio in Q4 2017, its #53 holding.
383 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2017.

Based on MPI Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.