BCMLT
VTWG icon

Beacon Capital Management LLC (Tennessee)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2023
Q1 		– Sell
-92
Closed -$14.3K – 1017
2022
Q4 		$14.3K Hold
92
– – ﹤0.01% 431
2022
Q3 		$14K Hold
92
– – ﹤0.01% 419
2022
Q2 		$17K Hold
92
– – ﹤0.01% 436
2022
Q1 		$17K Buy
+92
New +$17.1K ﹤0.01% 436

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VTWG Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2023, closing a stake of 92 shares — an estimated $14.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VTWG in Q1 2022 and held it in 4 quarters. The position peaked at $17K in Q2 2022. 121 funds tracked by Wall St. Rank hold VTWG as of Q1 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 92 Vanguard Russell 2000 Growth ETF shares in Q1 2023, an estimated $14.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2022 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard Russell 2000 Growth ETF position peaked at $17K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.