UFA
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US Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

US Financial 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
2022
Q1 		– Sell
-805
Closed -$227K – 83
2021
Q4 		$227K Hold
805
– – 0.1% 69
2021
Q3 		$226K Sell
805
-64
-7% -$18.3K 0.11% 59
2021
Q2 		$252K Sell
869
-6,656
-88% -$1.86M 0.12% 60
2021
Q1 		$2.07M Sell
7,525
-86
-1% -$24.2K 0.57% 38
2020
Q4 		$2.04M Buy
+7,611
New +$1.84M 0.61% 34
2016
Q2 		$1.47M Hold
12,341
– – 2.95% 15
2016
Q1 		$1.47M Buy
12,341
+12,241
+12,241% +$1.36M 2.56% 15
2015
Q4 		$12K Hold
100
– – 0.01% 298
2015
Q3 		$12K Hold
100
– – 0.02% 247
2015
Q2 		$13K Hold
100
– – 0.01% 218
2015
Q1 		$13K Sell
100
-50
-33% -$6.47K 0.01% 240
2014
Q4 		$19K Buy
+150
New +$18.4K 0.02% 190

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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