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Wealthspire Advisors (Maryland)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$488K Buy
2,273
+23
+1% +$4.86K 0.02% 276
2020
Q2 		$449K Buy
2,250
+869
+63% +$157K 0.03% 279
2020
Q1 		$207K Sell
1,381
-281
-17% -$52.2K 0.02% 382
2019
Q4 		$330K Buy
1,662
+1
+0.1% +$190 0.02% 353
2019
Q3 		$302K Buy
1,661
+1
+0.1% +$186 0.02% 347
2019
Q2 		$309K Buy
1,660
+2
+0.1% +$364 0.02% 344
2019
Q1 		$298K Sell
1,658
-69
-4% -$11.8K 0.02% 358
2018
Q4 		$260K Sell
1,727
-202
-10% -$33.3K 0.02% 351
2018
Q3 		$361K Hold
1,929
– – 0.03% 314
2018
Q2 		$339K Buy
1,929
+1
+0.1% +$172 0.03% 324
2018
Q1 		$316K Hold
1,928
– – 0.03% 349
2017
Q4 		$310K Sell
1,928
-67
-3% -$10.5K 0.03% 360
2017
Q3 		$305K Buy
1,995
+2
+0.1% +$294 0.03% 356
2017
Q2 		$290K Buy
1,993
+375
+23% +$53.7K 0.03% 347
2017
Q1 		$228K Sell
1,618
-296
-15% -$41K 0.03% 357
2016
Q4 		$255K Buy
1,914
+7
+0.4% +$915 0.04% 313
2016
Q3 		$251K Buy
1,907
+133
+7% +$17.3K 0.04% 318
2016
Q2 		$220K Buy
1,774
+4
+0.2% +$485 0.04% 340
2016
Q1 		$211K Sell
1,770
-163
-8% -$18.1K 0.04% 346
2015
Q4 		$235K Buy
+1,933
New +$238K 0.04% 325

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VBK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q3 2020, buying an estimated $4.86K and bringing the position to 2,273 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #276.

Wealthspire Advisors (Maryland) first reported a position in VBK in Q4 2015 and has held it in 20 quarters since. 634 funds tracked by Wall St. Rank hold VBK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,273 shares of Vanguard Morningstar Small-Cap Growth ETF worth $488K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 23 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2020, an estimated $4.86K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #276 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • 634 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.