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

Endurance 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
2023 Q2	$8K	Hold	48	–	–	﹤0.01%	520
2023 Q1	$8K	Hold	48	–	–	﹤0.01%	524
2022 Q4	$7K	Hold	48	–	–	﹤0.01%	508
2022 Q3	$7K	Hold	48	–	–	﹤0.01%	502
2022 Q2	$7K	Hold	48	–	–	﹤0.01%	518
2022 Q1	$9K	Buy	+48	New	+$8.93K	﹤0.01%	524

Other funds holding VTWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Endurance Wealth Management's VTWG Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2023 at 48 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Endurance Wealth Management first reported a position in VTWG in Q1 2022 and has held it in 6 quarters since. The position peaked at $9K in Q1 2022. 119 funds tracked by Wall St. Rank hold VTWG as of Q2 2023.

Endurance Wealth Management held 48 shares of Vanguard Russell 2000 Growth ETF worth $8K as of Q2 2023.
Endurance Wealth Management left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2023.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #520 holding.
Endurance Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $9K in Q1 2022.
119 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.