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

Strategic Wealth Partners 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
Q4 		– Sell
-793
Closed -$222K – 68
2021
Q3 		$222K Buy
+793
New +$227K 0.04% 62
2021
Q1 		$243K Buy
+883
New +$249K 0.05% 58
2020
Q1 		– Sell
-1,136
Closed -$226K – 60
2019
Q4 		$226K Buy
+1,136
New +$216K 0.05% 53

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Strategic Wealth Partners Group's VBK Position: Q4 2021 in Review

Strategic Wealth Partners Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2021, closing a stake of 793 shares — an estimated $222K sold.

Strategic Wealth Partners Group first reported a position in VBK in Q4 2019 and held it in 3 quarters. The position peaked at $243K in Q1 2021. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Strategic Wealth Partners Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 793 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $222K.
  • Strategic Wealth Partners Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • Strategic Wealth Partners Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $243K in Q1 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2021, filed 11 Feb 2022.