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Rise Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Rise Advisors’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
2023
Q3 		– Sell
-65
Closed -$14.9K – 697
2023
Q2 		$14.9K Sell
65
-28
-30% -$6.09K 0.01% 282
2023
Q1 		$20.1K Buy
93
+28
+43% +$6.05K 0.02% 253
2022
Q4 		$12.9K Buy
65
+1
+2% +$205 0.01% 313
2022
Q3 		$13K Hold
64
– – 0.01% 302
2022
Q2 		$13K Hold
64
– – 0.01% 305
2022
Q1 		$16K Hold
64
– – 0.01% 278
2021
Q4 		$18.1K Buy
+64
New +$18.4K 0.02% 259

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return