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Winslow Evans & Crocker’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Winslow Evans & Crocker’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 		$1.01M Buy
3,762
+3,187
+554% +$771K 0.19% 128
2020
Q3 		$124K Sell
575
-80
-12% -$16.9K 0.03% 329
2020
Q2 		$131K Sell
655
-57
-8% -$10.3K 0.04% 315
2020
Q1 		$108K Sell
712
-100
-12% -$18.6K 0.04% 318
2019
Q4 		$164K Sell
812
-60
-7% -$11.4K 0.04% 310
2019
Q3 		$162K Buy
872
+470
+117% +$87.5K 0.05% 310
2019
Q2 		$76K Buy
402
+56
+16% +$10.2K 0.02% 445
2019
Q1 		$64K Buy
346
+44
+15% +$7.56K 0.02% 454
2018
Q4 		$48K Sell
302
-30
-9% -$4.95K 0.02% 461
2018
Q3 		$64K Hold
332
– – 0.02% 443
2018
Q2 		$60K Hold
332
– – 0.02% 461
2018
Q1 		$54.1K Hold
332
– – 0.02% 467
2017
Q4 		$53.1K Hold
332
– – 0.02% 479
2017
Q3 		$50.4K Sell
332
-610
-65% -$89.7K 0.02% 478
2017
Q2 		$137K Sell
942
-86
-8% -$12.3K 0.04% 376
2017
Q1 		$144K Hold
1,028
– – 0.05% 347
2016
Q4 		$137K Hold
1,028
– – 0.04% 346
2016
Q3 		$135K Hold
1,028
– – 0.04% 351
2016
Q2 		$127K Buy
1,028
+1
+0.1% +$121 0.04% 335
2016
Q1 		$122K Sell
1,027
-1
-0.1% -$111 0.04% 330
2015
Q4 		$125K Sell
1,028
-32
-3% -$3.95K 0.04% 360
2015
Q3 		$125K Sell
1,060
-222
-17% -$28.7K 0.04% 352
2015
Q2 		$172K Buy
1,282
+166
+15% +$22.4K 0.05% 338
2015
Q1 		$147K Buy
1,116
+88
+9% +$11.4K 0.04% 347
2014
Q4 		$129K Buy
1,028
+50
+5% +$6.14K 0.04% 365
2014
Q3 		$118K Buy
978
+943
+2,694% +$117K 0.03% 397
2014
Q2 		$4.46K Hold
35
– – ﹤0.01% 1058
2014
Q1 		$4.35K Hold
35
– – ﹤0.01% 1057
2013
Q4 		$4K Buy
+35
New +$4.13K ﹤0.01% 1190

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 $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

Winslow Evans & Crocker's VBK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Small-Cap Growth ETF (VBK) stake by 554% in Q4 2020, buying an estimated $771K and bringing the position to 3,762 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #128.

Winslow Evans & Crocker first reported a position in VBK in Q4 2013 and has held it in 29 quarters since. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Winslow Evans & Crocker held 3,762 shares of Vanguard Small-Cap Growth ETF worth $1.01M as of Q4 2020.
  • Winslow Evans & Crocker bought 3,187 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $771K.
  • Vanguard Small-Cap Growth ETF made up 0.19% of Winslow Evans & Crocker's portfolio in Q4 2020, its #128 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.