WGCA
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Wolf Group Capital Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wolf Group Capital 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
2016
Q2 		– Sell
-2,030
Closed -$242K – 110
2016
Q1 		$242K Hold
2,030
– – 0.18% 88
2015
Q4 		$247K Sell
2,030
-1,100
-35% -$136K 0.18% 99
2015
Q3 		$369K Hold
3,130
– – 0.3% 81
2015
Q2 		$420K Buy
3,130
+775
+33% +$104K 0.28% 86
2015
Q1 		$310K Buy
2,355
+535
+29% +$69.3K 0.21% 86
2014
Q4 		$229K Hold
1,820
– – 0.17% 94
2014
Q3 		$219K Sell
1,820
-100
-5% -$12.4K 0.16% 94
2014
Q2 		$245K Buy
+1,920
New +$233K 0.18% 93

Other funds holding VBK

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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return