Wechter Feldman Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wechter Feldman Wealth Management’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 Q2	$266K	Buy	918 +16	+2%	+$4.48K	0.19%	19
2021 Q1	$248K	Hold	902	–	–	0.18%	24
2020 Q4	$241K	Buy	+902	New	+$218K	0.18%	24
2018 Q4	–	Sell	-73,722	Closed	-$13.8M	–	35
2018 Q3	$13.8M	Buy	73,722 +537	+0.7%	+$98.7K	8.44%	3
2018 Q2	$12.9M	Sell	73,185 -1,247	-2%	-$214K	8.85%	4
2018 Q1	$12.2M	Buy	+74,432	New	+$12.3M	8.63%	4

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

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

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

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

Wechter Feldman Wealth Management's VBK Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.8% in Q2 2021, buying an estimated $4.48K and bringing the position to 918 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #19.

Wechter Feldman Wealth Management first reported a position in VBK in Q1 2018 and has held it in 6 quarters since. The position peaked at $13.8M in Q3 2018. 758 funds tracked by Wall St. Rank hold VBK as of Q2 2021.

Wechter Feldman Wealth Management held 918 shares of Vanguard Morningstar Small-Cap Growth ETF worth $266K as of Q2 2021.
Wechter Feldman Wealth Management bought 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2021, an estimated $4.48K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #19 holding.
Wechter Feldman Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 6 quarters since.
Wechter Feldman Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $13.8M in Q3 2018.
758 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.