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

Wealth Architects’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
2016
Q1 		– Sell
-2,510
Closed -$305K – 124
2015
Q4 		$305K Hold
2,510
– – 0.15% 91
2015
Q3 		$296K Buy
+2,510
New +$325K 0.16% 89

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Wealth Architects's VBK Position: Q1 2016 in Review

Wealth Architects sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2016, closing a stake of 2,510 shares — an estimated $305K sold.

Wealth Architects first reported a position in VBK in Q3 2015 and held it in 2 quarters. The position peaked at $305K in Q4 2015. 256 funds tracked by Wall St. Rank hold VBK as of Q1 2016.

  • Wealth Architects reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Wealth Architects sold 2,510 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2016, an estimated $305K.
  • Wealth Architects first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2015 and held it in 2 quarters.
  • Wealth Architects's Vanguard Morningstar Small-Cap Growth ETF position peaked at $305K in Q4 2015.
  • 256 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2016.

Based on Wealth Architects's 13F filing for Q1 2016, filed 12 May 2016.