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Patten Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Patten Group’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
-143
Closed -$22K – 516
2018
Q4 		$22K Sell
143
-691
-83% -$114K 0.01% 364
2018
Q3 		$156K Hold
834
– – 0.06% 213
2018
Q2 		$147K Buy
834
+341
+69% +$58.5K 0.06% 215
2018
Q1 		$81K Buy
493
+18
+4% +$2.97K 0.03% 267
2017
Q4 		$76K Hold
475
– – 0.03% 286
2017
Q3 		$73K Buy
475
+23
+5% +$3.38K 0.03% 291
2017
Q2 		$66K Buy
+452
New +$64.8K 0.03% 294

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Patten Group's VBK Position: Q1 2019 in Review

Patten Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2019, closing a stake of 143 shares — an estimated $22K sold.

Patten Group first reported a position in VBK in Q2 2017 and held it in 7 quarters. The position peaked at $156K in Q3 2018. 484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

  • Patten Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 143 Vanguard Small-Cap Growth ETF shares in Q1 2019, an estimated $22K.
  • Patten Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and held it in 7 quarters.
  • Patten Group's Vanguard Small-Cap Growth ETF position peaked at $156K in Q3 2018.
  • 484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.