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FourThought Financial’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

FourThought Financial’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
2022
Q3 		$520K Buy
3,457
+253
+8% +$41.4K 0.08% 169
2022
Q2 		$481K Buy
3,204
+615
+24% +$99.7K 0.07% 184
2022
Q1 		$482K Buy
+2,589
New +$482K 0.06% 206
2021
Q4 		– Sell
-100
Closed -$21K – 1588
2021
Q3 		$21K Buy
100
+25
+33% +$5.47K ﹤0.01% 942
2021
Q2 		$17K Buy
+75
New +$16.4K ﹤0.01% 987

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 $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FourThought Financial's VTWG Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 7.9% in Q3 2022, buying an estimated $41.4K and bringing the position to 3,457 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #169.

FourThought Financial first reported a position in VTWG in Q2 2021 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold VTWG as of Q3 2022.

  • FourThought Financial held 3,457 shares of Vanguard Russell 2000 Growth ETF worth $520K as of Q3 2022.
  • FourThought Financial bought 253 Vanguard Russell 2000 Growth ETF shares in Q3 2022, an estimated $41.4K.
  • Vanguard Russell 2000 Growth ETF made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #169 holding.
  • FourThought Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2021 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.