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National Wealth Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-3,521
Closed -$992K – 131
2021
Q4 		$992K Buy
+3,521
New +$1.01M 0.93% 29

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

National Wealth Management Group's VBK Position: Q1 2022 in Review

National Wealth Management Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 3,521 shares — an estimated $992K sold.

National Wealth Management Group first reported a position in VBK in Q4 2021 and held it in 1 quarter. The position peaked at $992K in Q4 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • National Wealth Management Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 3,521 Vanguard Small-Cap Growth ETF shares in Q1 2022, an estimated $992K.
  • National Wealth Management Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's Vanguard Small-Cap Growth ETF position peaked at $992K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.