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PagnatoKarp Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

PagnatoKarp Partners’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 		– Sell
-32,623
Closed -$4.91M – 196
2018
Q4 		$4.91M Buy
+32,623
New +$5.38M 1.04% 19

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PagnatoKarp Partners's VBK Position: Q1 2019 in Review

PagnatoKarp Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2019, closing a stake of 32,623 shares — an estimated $4.91M sold.

PagnatoKarp Partners first reported a position in VBK in Q4 2018 and held it in 1 quarter. The position peaked at $4.91M in Q4 2018. 484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

  • PagnatoKarp Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • PagnatoKarp Partners sold 32,623 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2019, an estimated $4.91M.
  • PagnatoKarp Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • PagnatoKarp Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.91M in Q4 2018.
  • 484 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2019.

Based on PagnatoKarp Partners's 13F filing for Q1 2019, filed 10 Apr 2019.