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Northwestern Mutual Investment Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-10
Closed -$1K – 98
2015
Q4 		$1K Buy
+10
New +$1.23K ﹤0.01% 98
2014
Q3 		– Sell
-2
Closed – – 133
2014
Q2 		$0 Sell
2
-3
-60% -$364 ﹤0.01% 166
2014
Q1 		$1K Buy
+5
New +$619 ﹤0.01% 93

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Northwestern Mutual Investment Services's VBK Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2016, closing a stake of 10 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in VBK in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 256 funds tracked by Wall St. Rank hold VBK as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 10 Vanguard Small-Cap Growth ETF shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard Small-Cap Growth ETF in Q1 2014 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's Vanguard Small-Cap Growth ETF position peaked at $1K in Q4 2015.
  • 256 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.