Permit Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Permit Capital Advisors’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	$497K	Buy	+2,058	New	+$507K	0.19%	57

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Permit Capital Advisors's VBK Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022: 2,058 shares worth $497K. The stake represents 0.19% of the portfolio and ranks #57 among its holdings.

855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

Permit Capital Advisors held 2,058 shares of Vanguard Morningstar Small-Cap Growth ETF worth $497K as of Q1 2022.
Vanguard Morningstar Small-Cap Growth ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Permit Capital Advisors's portfolio in Q1 2022, its #57 holding.
855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.