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Strategic Blueprint’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Strategic Blueprint’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
-190
Closed -$55K – 1280
2021
Q2 		$55K Buy
+190
New +$53.2K 0.01% 594
2020
Q3 		– Sell
-1,031
Closed -$206K – 232
2020
Q2 		$206K Buy
+1,031
New +$186K 0.07% 164
2019
Q4 		– Sell
-38
Closed -$7K – 401
2019
Q3 		$7K Buy
+38
New +$7.08K 0.01% 336

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Strategic Blueprint's VBK Position: Q3 2021 in Review

Strategic Blueprint sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2021, closing a stake of 190 shares — an estimated $55K sold.

Strategic Blueprint first reported a position in VBK in Q3 2019 and held it in 3 quarters. The position peaked at $206K in Q2 2020. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

  • Strategic Blueprint reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 190 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $55K.
  • Strategic Blueprint first reported a position in Vanguard Small-Cap Growth ETF in Q3 2019 and held it in 3 quarters.
  • Strategic Blueprint's Vanguard Small-Cap Growth ETF position peaked at $206K in Q2 2020.
  • 771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.