PSUF
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People's United Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

People's United Financial’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
Q1 		$1.34M Sell
5,419
-486
-8% -$120K 0.04% 275
2021
Q4 		$1.66M Sell
5,905
-21
-0.4% -$6.02K 0.04% 265
2021
Q3 		$1.66M Sell
5,926
-226
-4% -$64.7K 0.04% 282
2021
Q2 		$1.78M Sell
6,152
-64
-1% -$17.9K 0.04% 269
2021
Q1 		$1.71M Sell
6,216
-54
-0.9% -$15.2K 0.04% 267
2020
Q4 		$1.68M Sell
6,270
-353
-5% -$85.4K 0.04% 253
2020
Q3 		$1.42M Sell
6,623
-241
-4% -$50.9K 0.04% 255
2020
Q2 		$1.37M Buy
6,864
+88
+1% +$15.9K 0.04% 249
2020
Q1 		$1.02M Sell
6,776
-1,513
-18% -$281K 0.04% 268
2019
Q4 		$1.65M Buy
8,289
+515
+7% +$97.7K 0.05% 279
2019
Q3 		$1.42M Sell
7,774
-85
-1% -$15.8K 0.04% 303
2019
Q2 		$1.46M Buy
+7,859
New +$1.43M 0.04% 314
2017
Q3 		– Sell
-750
Closed -$109K – 912
2017
Q2 		$109K Hold
750
– – ﹤0.01% 659
2017
Q1 		$106K Hold
750
– – ﹤0.01% 648
2016
Q4 		$100K Hold
750
– – ﹤0.01% 627
2016
Q3 		$99K Hold
750
– – 0.01% 482
2016
Q2 		$93K Sell
750
-50
-6% -$6.07K 0.01% 482
2016
Q1 		$95K Hold
800
– – 0.01% 491
2015
Q4 		$97K Hold
800
– – 0.01% 500
2015
Q3 		$94K Hold
800
– – 0.01% 493
2015
Q2 		$107K Hold
800
– – 0.01% 492
2015
Q1 		$105K Hold
800
– – 0.01% 481
2014
Q4 		$101K Sell
800
-75
-9% -$9.21K 0.01% 487
2014
Q3 		$105K Sell
875
-125
-13% -$15.5K 0.01% 478
2014
Q2 		$127K Sell
1,000
-50
-5% -$6.07K 0.01% 473
2014
Q1 		$130K Hold
1,050
– – 0.01% 434
2013
Q4 		$128K Sell
1,050
-2,400
-70% -$283K 0.01% 437
2013
Q3 		$395K Sell
3,450
-150
-4% -$16.6K 0.03% 328
2013
Q2 		$371K Buy
+3,600
New +$364K 0.02% 318

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 $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

People's United Financial's VBK Position: Q1 2022 in Review

People's United Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.2% in Q1 2022, selling an estimated $120K and leaving 5,419 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #275.

People's United Financial first reported a position in VBK in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.78M in Q2 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • People's United Financial held 5,419 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.34M as of Q1 2022.
  • People's United Financial sold 486 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $120K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of People's United Financial's portfolio in Q1 2022, its #275 holding.
  • People's United Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 29 quarters since.
  • People's United Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.78M in Q2 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.