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Private Wealth Management Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-106
Closed -$25.6K – 1587
2023
Q4 		$25.6K Buy
+106
New +$23K 0.01% 236

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Private Wealth Management Group's VBK Position: Q1 2024 in Review

Private Wealth Management Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2024, closing a stake of 106 shares — an estimated $25.6K sold.

Private Wealth Management Group first reported a position in VBK in Q4 2023 and held it in 1 quarter. The position peaked at $25.6K in Q4 2023. 1,000 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

  • Private Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 106 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $25.6K.
  • Private Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $25.6K in Q4 2023.
  • 1,000 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.