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

WealthShield’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
2017 Q4	$19K	Buy	+117	New	+$18.4K	0.01%	181

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthShield's VBK Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2017: 117 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

383 funds tracked by Wall St. Rank hold VBK as of Q4 2017.

WealthShield held 117 shares of Vanguard Morningstar Small-Cap Growth ETF worth $19K as of Q4 2017.
Vanguard Morningstar Small-Cap Growth ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #181 holding.
383 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.