CWC
VTWG icon

Carolinas Wealth Consulting’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-3,983
Closed -$742K – 947
2025
Q1 		$742K Buy
3,983
+424
+12% +$87.4K 0.16% 75
2024
Q4 		$748K Buy
3,559
+9
+0.3% +$1.94K 0.15% 80
2024
Q3 		$736K Buy
3,550
+7
+0.2% +$1.4K 0.13% 83
2024
Q2 		$678K Sell
3,543
-242
-6% -$45.7K 0.13% 85
2024
Q1 		$746K Sell
3,785
-157
-4% -$29.2K 0.15% 73
2023
Q4 		$724K Sell
3,942
-51
-1% -$8.37K 0.16% 71
2023
Q3 		$601K Buy
3,993
+140
+4% +$24.4K 0.15% 71
2023
Q2 		$680K Buy
3,853
+6
+0.2% +$1K 0.13% 83
2023
Q1 		$635K Buy
3,847
+209
+6% +$34.8K 0.14% 87
2022
Q4 		$567K Buy
3,638
+2,197
+152% +$350K 0.13% 87
2022
Q3 		$217K Buy
1,441
+1
+0.1% +$164 0.05% 149
2022
Q2 		$216K Buy
1,440
+1,434
+23,900% +$233K 0.05% 151
2022
Q1 		$1K Buy
6
+3
+100% +$558 ﹤0.01% 896
2021
Q4 		$1K Sell
3
-1
-25% -$219 ﹤0.01% 944
2021
Q3 		$1K Buy
4
+1
+33% +$219 ﹤0.01% 918
2021
Q2 		$1K Hold
3
– – ﹤0.01% 926
2021
Q1 		$1K Buy
+3
New +$678 ﹤0.01% 922

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
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's VTWG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2025, closing a stake of 3,983 shares — an estimated $742K sold.

Carolinas Wealth Consulting first reported a position in VTWG in Q1 2021 and held it in 17 quarters. The position peaked at $748K in Q4 2024. 162 funds tracked by Wall St. Rank hold VTWG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,983 Vanguard Russell 2000 Growth ETF shares in Q2 2025, an estimated $742K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2021 and held it in 17 quarters.
  • Carolinas Wealth Consulting's Vanguard Russell 2000 Growth ETF position peaked at $748K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.