SCA
VBK icon

Stillwater Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stillwater Capital 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
2014
Q4 		– Sell
-1,665
Closed -$200K – 72
2014
Q3 		$200K Buy
1,665
+75
+5% +$9.3K 0.07% 70
2014
Q2 		$203K Buy
+1,590
New +$193K 0.07% 70

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Stillwater Capital Advisors's VBK Position: Q4 2014 in Review

Stillwater Capital Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2014, closing a stake of 1,665 shares — an estimated $200K sold.

Stillwater Capital Advisors first reported a position in VBK in Q2 2014 and held it in 2 quarters. The position peaked at $203K in Q2 2014. 225 funds tracked by Wall St. Rank hold VBK as of Q4 2014.

  • Stillwater Capital Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Stillwater Capital Advisors sold 1,665 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2014, an estimated $200K.
  • Stillwater Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2014 and held it in 2 quarters.
  • Stillwater Capital Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $203K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2014.

Based on Stillwater Capital Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.