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

V 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
2021 Q1	–	Sell	-5,796	Closed	-$1.55M	–	445
2020 Q4	$1.55M	Buy	5,796 +3,194	+123%	+$772K	0.32%	71
2020 Q3	$559K	Sell	2,602 -637	-20%	-$135K	0.39%	72
2020 Q2	$647K	Buy	3,239 +1,835	+131%	+$331K	0.17%	151
2020 Q1	$211K	Buy	+1,404	New	+$261K	0.07%	284
2017 Q3	–	Sell	-5	Closed	-$1K	–	686
2017 Q2	$1K	Buy	+5	New	+$716	﹤0.01%	794

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

V Wealth Advisors's VBK Position: Q1 2021 in Review

V Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2021, closing a stake of 5,796 shares — an estimated $1.55M sold.

V Wealth Advisors first reported a position in VBK in Q2 2017 and held it in 5 quarters. The position peaked at $1.55M in Q4 2020. 754 funds tracked by Wall St. Rank hold VBK as of Q1 2021.

V Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
V Wealth Advisors sold 5,796 Vanguard Small-Cap Growth ETF shares in Q1 2021, an estimated $1.55M.
V Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and held it in 5 quarters.
V Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $1.55M in Q4 2020.
754 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.