RK
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Rather & Kittrell’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Rather & Kittrell’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 		– Sell
-130
Closed -$36K – 293
2021
Q4 		$36K Buy
+130
New +$37.3K 0.03% 145

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Rather & Kittrell's VBK Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 130 shares — an estimated $36K sold.

Rather & Kittrell first reported a position in VBK in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Rather & Kittrell reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 130 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $36K.
  • Rather & Kittrell first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Vanguard Morningstar Small-Cap Growth ETF position peaked at $36K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.