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Howe & Rusling’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-90
Closed -$19K – 1090
2021
Q4 		$19K Hold
90
– – ﹤0.01% 439
2021
Q3 		$19K Hold
90
– – ﹤0.01% 427
2021
Q2 		$20K Buy
90
+45
+100% +$9.86K ﹤0.01% 408
2021
Q1 		$10K Buy
+45
New +$10.2K ﹤0.01% 497

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howe & Rusling's VTWG Position: Q1 2022 in Review

Howe & Rusling sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022, closing a stake of 90 shares — an estimated $19K sold.

Howe & Rusling first reported a position in VTWG in Q1 2021 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

  • Howe & Rusling reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 90 Vanguard Russell 2000 Growth ETF shares in Q1 2022, an estimated $19K.
  • Howe & Rusling first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Howe & Rusling's Vanguard Russell 2000 Growth ETF position peaked at $20K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.