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Northwest Investment Counselors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Northwest Investment Counselors’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
-48
Closed -$9K – 547
2022
Q3 		$9K Buy
+48
New +$10.3K ﹤0.01% 384

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwest Investment Counselors's VBK Position: Q4 2022 in Review

Northwest Investment Counselors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 48 shares — an estimated $9K sold.

Northwest Investment Counselors first reported a position in VBK in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

  • Northwest Investment Counselors reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 48 Vanguard Small-Cap Growth ETF shares in Q4 2022, an estimated $9K.
  • Northwest Investment Counselors first reported a position in Vanguard Small-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Northwest Investment Counselors's Vanguard Small-Cap Growth ETF position peaked at $9K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Northwest Investment Counselors's 13F filing for Q4 2022, filed 18 Jan 2023.