AWM
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Avior Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Avior Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-549
Closed -$116K – 2308
2024
Q4 		$116K Buy
549
+1
+0.2% +$216 ﹤0.01% 851
2024
Q3 		$114K Buy
548
+1
+0.2% +$199 ﹤0.01% 848
2024
Q2 		$105K Buy
547
+537
+5,370% +$101K ﹤0.01% 849
2024
Q1 		$1.97K Buy
+10
New +$1.86K ﹤0.01% 2274

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's VTWG Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2025, closing a stake of 549 shares — an estimated $116K sold.

Avior Wealth Management first reported a position in VTWG in Q1 2024 and held it in 4 quarters. The position peaked at $116K in Q4 2024. 158 funds tracked by Wall St. Rank hold VTWG as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 549 Vanguard Russell 2000 Growth ETF shares in Q1 2025, an estimated $116K.
  • Avior Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $116K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.