Sutton Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sutton Wealth 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
2023 Q3	$41.6K	Sell	194 -2	-1%	-$455	0.02%	249
2023 Q2	$45K	Sell	196 -1	-0.5%	-$218	0.02%	237
2023 Q1	$42.6K	Hold	197	–	–	0.02%	214
2022 Q4	$39.5K	Hold	197	–	–	0.02%	457
2022 Q3	$38.4K	Sell	197 -11	-5%	-$2.36K	0.02%	446
2022 Q2	$41K	Sell	208 -2	-1%	-$434	0.02%	435
2022 Q1	$52.1K	Hold	210	–	–	0.02%	386
2021 Q4	$59.2K	Hold	210	–	–	0.02%	369
2021 Q3	$58.8K	Buy	210 +2	+1%	+$573	0.02%	358
2021 Q2	$60.3K	Hold	208	–	–	0.02%	357
2021 Q1	$57.1K	Buy	208 +1	+0.5%	+$282	0.02%	361
2020 Q4	$55.4K	Buy	207 +12	+6%	+$2.9K	0.02%	331
2020 Q3	$41.9K	Buy	195 +71	+57%	+$15K	0.02%	336
2020 Q2	$24.8K	Hold	124	–	–	0.01%	473
2020 Q1	$18.6K	Hold	124	–	–	0.01%	498
2019 Q4	$24.6K	Hold	124	–	–	0.01%	523
2019 Q3	$22.6K	Hold	124	–	–	0.01%	544
2019 Q2	$23.1K	Hold	124	–	–	0.01%	525
2019 Q1	$22.3K	Hold	124	–	–	0.01%	536
2018 Q4	$18.7K	Hold	124	–	–	0.01%	546
2018 Q3	$23.2K	Hold	124	–	–	0.02%	534
2018 Q2	$21.8K	Hold	124	–	–	0.02%	558
2018 Q1	$20.3K	Hold	124	–	–	0.01%	563
2017 Q4	$19.9K	Hold	124	–	–	0.01%	557
2017 Q3	$18.9K	Hold	124	–	–	0.01%	568
2017 Q2	$18.1K	Hold	124	–	–	0.01%	573
2017 Q1	$17.4K	Hold	124	–	–	0.01%	561
2016 Q4	$16.5K	Hold	124	–	–	0.01%	553
2016 Q3	$16.3K	Hold	124	–	–	0.01%	521
2016 Q2	$15.4K	Hold	124	–	–	0.01%	514
2016 Q1	$14.8K	Buy	+124	New	+$13.8K	0.01%	512

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sutton Wealth Advisors's VBK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q3 2023, selling an estimated $455 and leaving 194 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #249.

Sutton Wealth Advisors first reported a position in VBK in Q1 2016 and has held it in 31 quarters since. The position peaked at $60.3K in Q2 2021. 868 funds tracked by Wall St. Rank hold VBK as of Q3 2023.

Sutton Wealth Advisors held 194 shares of Vanguard Morningstar Small-Cap Growth ETF worth $41.6K as of Q3 2023.
Sutton Wealth Advisors sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2023, an estimated $455.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #249 holding.
Sutton Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $60.3K in Q2 2021.
868 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.