Resource Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1.62M Buy
5,756
+729
+15% +$209K 0.17% 44
2021
Q3
$1.41M Buy
5,027
+674
+15% +$193K 0.16% 47
2021
Q2
$1.26M Buy
+4,353
New +$1.22M 0.14% 53

Other funds holding VBK

Resource Management's VBK Position: Q4 2021 in Review

Resource Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 15% in Q4 2021, buying an estimated $209K and bringing the position to 5,756 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #44.

Resource Management first reported a position in VBK in Q2 2021 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Resource Management held 5,756 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.62M as of Q4 2021.
  • Resource Management bought 729 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $209K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Resource Management's portfolio in Q4 2021, its #44 holding.
  • Resource Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.