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Syverson Strege & Co’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-22
Closed -$4.79K – 596
2023
Q1 		$4.79K Hold
22
– – ﹤0.01% 343
2022
Q4 		$4.44K Hold
22
– – ﹤0.01% 229
2022
Q3 		$4K Sell
22
-120
-85% -$25.8K ﹤0.01% 233
2022
Q2 		$28K Buy
+142
New +$30.8K 0.01% 165

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Syverson Strege & Co's VBK Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2023, closing a stake of 22 shares — an estimated $4.79K sold.

Syverson Strege & Co first reported a position in VBK in Q2 2022 and held it in 4 quarters. The position peaked at $28K in Q2 2022. 864 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

  • Syverson Strege & Co reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 22 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $4.79K.
  • Syverson Strege & Co first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and held it in 4 quarters.
  • Syverson Strege & Co's Vanguard Morningstar Small-Cap Growth ETF position peaked at $28K in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.