US Financial Advisors’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

US Financial Advisors's VBK Position: Q1 2022 in Review

US Financial Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 805 shares — an estimated $227K sold.

US Financial Advisors first reported a position in VBK in Q4 2014 and held it in 12 quarters. The position peaked at $2.07M in Q1 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

US Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
US Financial Advisors sold 805 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $227K.
US Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2014 and held it in 12 quarters.
US Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.07M in Q1 2021.
855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on US Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.