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Oak Point Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-338
Closed -$54K – 249
2017
Q4 		$54K Buy
+338
New +$53.1K 0.05% 116

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oak Point Wealth Management's VBK Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2018, closing a stake of 338 shares — an estimated $54K sold.

Oak Point Wealth Management first reported a position in VBK in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 388 funds tracked by Wall St. Rank hold VBK as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 338 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2018, an estimated $54K.
  • Oak Point Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $54K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.