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

Personal 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 Q4	$986K	Buy	4,918 +720	+17%	+$147K	﹤0.01%	238
2022 Q3	$819K	Buy	4,198 +382	+10%	+$82K	﹤0.01%	246
2022 Q2	$752K	Sell	3,816 -99	-3%	-$21.5K	﹤0.01%	251
2022 Q1	$971K	Buy	3,915 +116	+3%	+$28.6K	﹤0.01%	250
2021 Q4	$1.07M	Buy	3,799 +1,655	+77%	+$475K	﹤0.01%	263
2021 Q3	$601K	Buy	2,144 +31	+1%	+$8.87K	﹤0.01%	284
2021 Q2	$612K	Buy	2,113 +189	+10%	+$52.9K	﹤0.01%	285
2021 Q1	$528K	Buy	1,924 +10	+0.5%	+$2.82K	﹤0.01%	299
2020 Q4	$512K	Buy	1,914 +855	+81%	+$207K	﹤0.01%	295
2020 Q3	$228K	Buy	+1,059	New	+$224K	﹤0.01%	377
2020 Q1	–	Sell	-1,220	Closed	-$242K	–	405
2019 Q4	$242K	Buy	+1,220	New	+$231K	﹤0.01%	365

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

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Personal Capital Advisors's VBK Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 17% in Q4 2022, buying an estimated $147K and bringing the position to 4,918 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Personal Capital Advisors first reported a position in VBK in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

Personal Capital Advisors held 4,918 shares of Vanguard Morningstar Small-Cap Growth ETF worth $986K as of Q4 2022.
Personal Capital Advisors bought 720 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2022, an estimated $147K.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #238 holding.
Personal Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 11 quarters since.
Personal Capital Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.07M in Q4 2021.
854 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.