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

TFO Wealth Partners’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
Q2 		– Sell
-11
Closed -$3K – 510
2022
Q1 		$3K Sell
11
-339
-97% -$83.5K ﹤0.01% 106
2021
Q4 		$96K Buy
+350
New +$100K 0.02% 48
2020
Q4 		– Sell
-21
Closed -$5K – 166
2020
Q3 		$5K Buy
+21
New +$4.44K ﹤0.01% 108

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 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

TFO Wealth Partners's VBK Position: Q2 2022 in Review

TFO Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 11 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in VBK in Q3 2020 and held it in 3 quarters. The position peaked at $96K in Q4 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

  • TFO Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $3K.
  • TFO Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $96K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on TFO Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.