HCC
VTWG icon

Hirtle Callaghan & Co’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Hirtle Callaghan & Co’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
2026
Q1 		$314K Hold
1,373
– – 0.01% 101
2025
Q4 		$324K Sell
1,373
-224
-14% -$53.2K 0.01% 99
2025
Q3 		$373K Sell
1,597
-157
-9% -$34.6K 0.01% 88
2025
Q2 		$366K Sell
1,754
-437
-20% -$84K 0.01% 92
2025
Q1 		$408K Hold
2,191
– – 0.02% 93
2024
Q4 		$460K Sell
2,191
-133
-6% -$28.7K 0.02% 89
2024
Q3 		$482K Hold
2,324
– – 0.02% 79
2024
Q2 		$444K Hold
2,324
– – 0.02% 78
2024
Q1 		$458K Buy
2,324
+224
+11% +$41.6K 0.02% 78
2023
Q4 		$385K Buy
+2,100
New +$344K 0.02% 76

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return