HC Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

HC Advisors’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
2024 Q2	–	Sell	-3,273	Closed	-$645K	–	88
2024 Q1	$645K	Buy	3,273 +75	+2%	+$13.9K	0.31%	51
2023 Q4	$587K	Sell	3,198 -300	-9%	-$49.2K	0.33%	49
2023 Q3	$571K	Hold	3,498	–	–	0.34%	49
2023 Q2	$617K	Hold	3,498	–	–	0.36%	45
2023 Q1	$577K	Hold	3,498	–	–	0.36%	47
2022 Q4	$545K	Hold	3,498	–	–	0.37%	46
2022 Q3	$526K	Sell	3,498 -85	-2%	-$13.9K	0.36%	47
2022 Q2	$538K	Buy	3,583 +1,185	+49%	+$192K	0.38%	44
2022 Q1	$446K	Hold	2,398	–	–	0.28%	48
2021 Q4	$512K	Hold	2,398	–	–	0.31%	47
2021 Q3	$513K	Hold	2,398	–	–	0.34%	41
2021 Q2	$544K	Hold	2,398	–	–	0.33%	43
2021 Q1	$525K	Hold	2,398	–	–	0.34%	41
2020 Q4	$500K	Hold	2,398	–	–	0.34%	41
2020 Q3	$387K	Hold	2,398	–	–	0.31%	44
2020 Q2	$361K	Buy	+2,398	New	+$326K	0.3%	54
2020 Q1	–	Sell	-2,398	Closed	-$374K	–	67
2019 Q4	$374K	Buy	+2,398	New	+$354K	0.39%	37

Other funds holding VTWG

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

HC Advisors's VTWG Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2024, closing a stake of 3,273 shares — an estimated $645K sold.

HC Advisors first reported a position in VTWG in Q4 2019 and held it in 17 quarters. The position peaked at $645K in Q1 2024. 144 funds tracked by Wall St. Rank hold VTWG as of Q2 2024.

HC Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 3,273 Vanguard Russell 2000 Growth ETF shares in Q2 2024, an estimated $645K.
HC Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's Vanguard Russell 2000 Growth ETF position peaked at $645K in Q1 2024.
144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.