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WR Wealth Planners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-49
Closed -$10.5K – 829
2023
Q3 		$10.5K Buy
+49
New +$11.1K ﹤0.01% 552
2022
Q2 		– Sell
-1
Closed -$248 – 546
2022
Q1 		$248 Buy
+1
New +$246 ﹤0.01% 503

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WR Wealth Planners's VBK Position: Q4 2023 in Review

WR Wealth Planners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2023, closing a stake of 49 shares — an estimated $10.5K sold.

WR Wealth Planners first reported a position in VBK in Q1 2022 and held it in 2 quarters. The position peaked at $10.5K in Q3 2023. 978 funds tracked by Wall St. Rank hold VBK as of Q4 2023.

  • WR Wealth Planners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 49 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2023, an estimated $10.5K.
  • WR Wealth Planners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • WR Wealth Planners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.5K in Q3 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.