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Rice Hall James & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Rice Hall James & Associates’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
2019
Q1 		– Sell
-5,743
Closed -$865K – 307
2018
Q4 		$865K Buy
+5,743
New +$947K 0.03% 251

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Rice Hall James & Associates's VBK Position: Q1 2019 in Review

Rice Hall James & Associates sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2019, closing a stake of 5,743 shares — an estimated $865K sold.

Rice Hall James & Associates first reported a position in VBK in Q4 2018 and held it in 1 quarter. The position peaked at $865K in Q4 2018. 484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

  • Rice Hall James & Associates reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Rice Hall James & Associates sold 5,743 Vanguard Small-Cap Growth ETF shares in Q1 2019, an estimated $865K.
  • Rice Hall James & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Rice Hall James & Associates's Vanguard Small-Cap Growth ETF position peaked at $865K in Q4 2018.
  • 484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2019.

Based on Rice Hall James & Associates's 13F filing for Q1 2019, filed 1 May 2019.