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Strategic Wealth Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Strategic Wealth Management Group’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
Q2 		$959K Buy
3,308
+17
+0.5% +$4.76K 0.35% 41
2021
Q1 		$904K Buy
3,291
+475
+17% +$134K 0.35% 38
2020
Q4 		$754K Buy
+2,816
New +$681K 0.33% 41

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 Wealth Management Group's VBK Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.52% in Q2 2021, buying an estimated $4.76K and bringing the position to 3,308 shares worth $959K. The position accounts for 0.35% of the portfolio, ranked #41.

Strategic Wealth Management Group first reported a position in VBK in Q4 2020 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold VBK as of Q2 2021.

  • Strategic Wealth Management Group held 3,308 shares of Vanguard Small-Cap Growth ETF worth $959K as of Q2 2021.
  • Strategic Wealth Management Group bought 17 Vanguard Small-Cap Growth ETF shares in Q2 2021, an estimated $4.76K.
  • Vanguard Small-Cap Growth ETF made up 0.35% of Strategic Wealth Management Group's portfolio in Q2 2021, its #41 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.