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Planning Capital Management Corporation’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$16.7K Buy
63
+51
+425% +$13.1K 0.01% 339
2024
Q2 		$2.9K Hold
12
– – ﹤0.01% 505
2024
Q1 		$3.02K Hold
12
– – ﹤0.01% 527
2023
Q4 		$2.79K Buy
+12
New +$2.6K ﹤0.01% 538

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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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Capital Management Corporation's VBK Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 425% in Q3 2024, buying an estimated $13.1K and bringing the position to 63 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #339.

Planning Capital Management Corporation first reported a position in VBK in Q4 2023 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • Planning Capital Management Corporation held 63 shares of Vanguard Morningstar Small-Cap Growth ETF worth $16.7K as of Q3 2024.
  • Planning Capital Management Corporation bought 51 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $13.1K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #339 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.