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Oxler Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Oxler Private Wealth’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
-1,341
Closed -$155K – 319
2022
Q3 		$155K Buy
1,341
+1,300
+3,171% +$279K 0.09% 107
2022
Q2 		$8.1K Buy
+41
New +$8.89K ﹤0.01% 216
2021
Q1 		– Sell
-41
Closed -$10K – 209
2020
Q4 		$10K Buy
+41
New +$9.91K 0.01% 206

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

Oxler Private Wealth's VBK Position: Q4 2022 in Review

Oxler Private Wealth sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 1,341 shares — an estimated $155K sold.

Oxler Private Wealth first reported a position in VBK in Q4 2020 and held it in 3 quarters. The position peaked at $155K in Q3 2022. 852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

  • Oxler Private Wealth reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,341 Vanguard Small-Cap Growth ETF shares in Q4 2022, an estimated $155K.
  • Oxler Private Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Vanguard Small-Cap Growth ETF position peaked at $155K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.