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Santori & Peters Inc’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-196
Closed -$30K – 513
2017
Q4 		$30K Buy
+196
New +$30.8K 0.03% 144

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Santori & Peters Inc's VBK Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2018, closing a stake of 196 shares — an estimated $30K sold.

Santori & Peters Inc first reported a position in VBK in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 388 funds tracked by Wall St. Rank hold VBK as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 196 Vanguard Small-Cap Growth ETF shares in Q1 2018, an estimated $30K.
  • Santori & Peters Inc first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Small-Cap Growth ETF position peaked at $30K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.