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

Destination 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
2014
Q4 		– Sell
-5,017
Closed -$474K – 128
2014
Q3 		$474K Hold
5,017
– – 0.05% 85
2014
Q2 		$504K Sell
5,017
-992
-17% -$94.8K 0.05% 83
2014
Q1 		$595K Buy
+6,009
New +$596K 0.06% 75

Other funds holding VTWG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Destination Wealth Management's VTWG Position: Q4 2014 in Review

Destination Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2014, closing a stake of 5,017 shares — an estimated $474K sold.

Destination Wealth Management first reported a position in VTWG in Q1 2014 and held it in 3 quarters. The position peaked at $595K in Q1 2014. 21 funds tracked by Wall St. Rank hold VTWG as of Q4 2014.

  • Destination Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Destination Wealth Management sold 5,017 Vanguard Russell 2000 Growth ETF shares in Q4 2014, an estimated $474K.
  • Destination Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2014 and held it in 3 quarters.
  • Destination Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $595K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2014.

Based on Destination Wealth Management's 13F filing for Q4 2014, filed 14 Jan 2015.