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

Surevest’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
2022
Q3 		$38K Buy
195
+77
+65% +$16.5K 0.01% 200
2022
Q2 		$23K Sell
118
-28
-19% -$6.07K 0.01% 252
2022
Q1 		$36K Buy
146
+34
+30% +$8.37K 0.01% 204
2021
Q4 		$32K Buy
+112
New +$32.1K 0.01% 210

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Surevest's VBK Position: Q3 2022 in Review

Surevest increased its Vanguard Small-Cap Growth ETF (VBK) stake by 65% in Q3 2022, buying an estimated $16.5K and bringing the position to 195 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #200.

Surevest first reported a position in VBK in Q4 2021 and has held it in 4 quarters since. 797 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

  • Surevest held 195 shares of Vanguard Small-Cap Growth ETF worth $38K as of Q3 2022.
  • Surevest bought 77 Vanguard Small-Cap Growth ETF shares in Q3 2022, an estimated $16.5K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #200 holding.
  • Surevest first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • 797 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.