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

HC Financial 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
2022
Q2 		$31K Hold
205
– – 0.02% 153
2022
Q1 		$38K Sell
205
-20
-9% -$3.72K 0.02% 151
2021
Q4 		$48K Buy
+225
New +$49.4K 0.03% 144

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HC Financial Advisors's VTWG Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2022 at 205 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #153.

HC Financial Advisors first reported a position in VTWG in Q4 2021 and has held it in 3 quarters since. The position peaked at $48K in Q4 2021. 109 funds tracked by Wall St. Rank hold VTWG as of Q2 2022.

  • HC Financial Advisors held 205 shares of Vanguard Russell 2000 Growth ETF worth $31K as of Q2 2022.
  • HC Financial Advisors left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2022.
  • Vanguard Russell 2000 Growth ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #153 holding.
  • HC Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's Vanguard Russell 2000 Growth ETF position peaked at $48K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.