Stelac Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Stelac Advisory Services’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
2021 Q3	–	Sell	-1,198	Closed	-$347K	–	281
2021 Q2	$347K	Hold	1,198	–	–	0.08%	160
2021 Q1	$329K	Hold	1,198	–	–	0.12%	119
2020 Q4	$321K	Hold	1,198	–	–	0.08%	138
2020 Q3	$257K	Hold	1,198	–	–	0.09%	118
2020 Q2	$239K	Hold	1,198	–	–	0.09%	99
2020 Q1	$180K	Buy	+1,198	New	+$222K	0.09%	86

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stelac Advisory Services's VBK Position: Q3 2021 in Review

Stelac Advisory Services sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 1,198 shares — an estimated $347K sold.

Stelac Advisory Services first reported a position in VBK in Q1 2020 and held it in 6 quarters. The position peaked at $347K in Q2 2021. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

Stelac Advisory Services reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 1,198 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $347K.
Stelac Advisory Services first reported a position in Vanguard Small-Cap Growth ETF in Q1 2020 and held it in 6 quarters.
Stelac Advisory Services's Vanguard Small-Cap Growth ETF position peaked at $347K in Q2 2021.
771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.