NEXT Financial Holdings’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$456K	Buy	+2,537	New	+$436K	0.12%	135

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NEXT Financial Holdings's VBK Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2019: 2,537 shares worth $456K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings.

484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

NEXT Financial Holdings held 2,537 shares of Vanguard Small-Cap Growth ETF worth $456K as of Q1 2019.
Vanguard Small-Cap Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Small-Cap Growth ETF made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #135 holding.
484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.