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Wellspring Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wellspring Financial 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
2020
Q4 		– Sell
-984
Closed -$212K – 97
2020
Q3 		$212K Buy
+984
New +$208K 0.08% 81

Other funds holding VBK

Bank of America
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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 $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Wellspring Financial Advisors's VBK Position: Q4 2020 in Review

Wellspring Financial Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 984 shares — an estimated $212K sold.

Wellspring Financial Advisors first reported a position in VBK in Q3 2020 and held it in 1 quarter. The position peaked at $212K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Wellspring Financial Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Wellspring Financial Advisors sold 984 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $212K.
  • Wellspring Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Wellspring Financial Advisors's Vanguard Small-Cap Growth ETF position peaked at $212K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Wellspring Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.