Sheaff Brock Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sheaff Brock Investment 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
2019 Q4	–	Sell	-2,570	Closed	-$468K	–	500
2019 Q3	$468K	Hold	2,570	–	–	0.05%	255
2019 Q2	$479K	Hold	2,570	–	–	0.05%	247
2019 Q1	$462K	Hold	2,570	–	–	0.06%	263
2018 Q4	$387K	Hold	2,570	–	–	0.06%	269
2018 Q3	$481K	Hold	2,570	–	–	0.05%	275
2018 Q2	$452K	Hold	2,570	–	–	0.04%	277
2018 Q1	$421K	Sell	2,570 -1,600	-38%	-$264K	0.04%	291
2017 Q4	$671K	Hold	4,170	–	–	0.09%	213
2017 Q3	$637K	Hold	4,170	–	–	0.08%	216
2017 Q2	$608K	Sell	4,170 -177	-4%	-$25.4K	0.08%	238
2017 Q1	$611K	Sell	4,347 -128	-3%	-$17.7K	0.08%	246
2016 Q4	$596K	Hold	4,475	–	–	0.08%	255
2016 Q3	$590K	Hold	4,475	–	–	0.08%	252
2016 Q2	$554K	Sell	4,475 -100	-2%	-$12.1K	0.07%	259
2016 Q1	$544K	Hold	4,575	–	–	0.07%	275
2015 Q4	$556K	Buy	+4,575	New	+$564K	0.06%	301

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Sheaff Brock Investment Advisors's VBK Position: Q4 2019 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2019, closing a stake of 2,570 shares — an estimated $468K sold.

Sheaff Brock Investment Advisors first reported a position in VBK in Q4 2015 and held it in 16 quarters. The position peaked at $671K in Q4 2017. 596 funds tracked by Wall St. Rank hold VBK as of Q4 2019.

Sheaff Brock Investment Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,570 Vanguard Small-Cap Growth ETF shares in Q4 2019, an estimated $468K.
Sheaff Brock Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2015 and held it in 16 quarters.
Sheaff Brock Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $671K in Q4 2017.
596 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.