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

Resolute 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 Q4	$377K	Buy	+1,878	New	+$384K	0.32%	73

Other funds holding VBK

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Resolute Financial's VBK Position: Q4 2022 in Review

Resolute Financial opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q4 2022: 1,878 shares worth $377K. The stake represents 0.32% of the portfolio and ranks #73 among its holdings.

852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

Resolute Financial held 1,878 shares of Vanguard Small-Cap Growth ETF worth $377K as of Q4 2022.
Vanguard Small-Cap Growth ETF was a new Resolute Financial position in Q4 2022.
Vanguard Small-Cap Growth ETF made up 0.32% of Resolute Financial's portfolio in Q4 2022, its #73 holding.
852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.