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

Plan Group 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 Q2	$351K	Buy	+1,783	New	+$387K	0.6%	37

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Plan Group Financial's VBK Position: Q2 2022 in Review

Plan Group Financial opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2022: 1,783 shares worth $351K. The stake represents 0.6% of the portfolio and ranks #37 among its holdings.

807 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

Plan Group Financial held 1,783 shares of Vanguard Small-Cap Growth ETF worth $351K as of Q2 2022.
Vanguard Small-Cap Growth ETF was a new Plan Group Financial position in Q2 2022.
Vanguard Small-Cap Growth ETF made up 0.6% of Plan Group Financial's portfolio in Q2 2022, its #37 holding.
807 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.