JP Morgan Private Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.42M	Buy	8,721 +14	+0.2%	+$2.44K	﹤0.01%	859
2023 Q2	$1.54M	Buy	8,707 +343	+4%	+$57.2K	0.01%	647
2023 Q1	$1.38M	Sell	8,364 -36	-0.4%	-$5.99K	﹤0.01%	1023
2022 Q4	$1.31M	Buy	8,400 +6,184	+279%	+$986K	﹤0.01%	1025
2022 Q3	$333K	Buy	2,216 +249	+13%	+$40.8K	﹤0.01%	1613
2022 Q2	$295K	Sell	1,967 -414	-17%	-$67.1K	﹤0.01%	1656
2022 Q1	$443K	Buy	2,381 +174	+8%	+$32.4K	﹤0.01%	1587
2021 Q4	$471K	Buy	2,207 +27	+1%	+$5.92K	﹤0.01%	1579
2021 Q3	$466K	Buy	2,180 +100	+5%	+$21.9K	﹤0.01%	1529
2021 Q2	$472K	Hold	2,080	–	–	﹤0.01%	1499
2021 Q1	$455K	Hold	2,080	–	–	﹤0.01%	1348
2020 Q4	$434K	Hold	2,080	–	–	﹤0.01%	1343
2020 Q3	$336K	Hold	2,080	–	–	﹤0.01%	1313
2020 Q2	$313K	Sell	2,080 -1,067	-34%	-$145K	﹤0.01%	1290
2020 Q1	$362K	Sell	3,147 -1,242	-28%	-$179K	﹤0.01%	1059
2019 Q4	$684K	Buy	4,389 +457	+12%	+$67.4K	﹤0.01%	933
2019 Q3	$551K	Hold	3,932	–	–	﹤0.01%	974
2019 Q2	$577K	Sell	3,932 -443	-10%	-$63.7K	﹤0.01%	933
2019 Q1	$625K	Hold	4,375	–	–	﹤0.01%	946
2018 Q4	$534K	Sell	4,375 -175	-4%	-$23.7K	﹤0.01%	943
2018 Q3	$710K	Buy	4,550 +335	+8%	+$51.9K	﹤0.01%	944
2018 Q2	$625K	Hold	4,215	–	–	﹤0.01%	930
2018 Q1	$583K	Hold	4,215	–	–	﹤0.01%	818
2017 Q4	$571K	Buy	4,215 +762	+22%	+$101K	﹤0.01%	826
2017 Q3	$449K	Buy	3,453 +407	+13%	+$50.2K	﹤0.01%	888
2017 Q2	$374K	Buy	3,046 +408	+15%	+$48.7K	﹤0.01%	933
2017 Q1	$311K	Buy	+2,638	New	+$304K	﹤0.01%	1051

Other funds holding VTWG

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

CWM

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VTWG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.16% in Q3 2023, buying an estimated $2.44K and bringing the position to 8,721 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #859.

JP Morgan Private Wealth Advisors first reported a position in VTWG in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2023. 132 funds tracked by Wall St. Rank hold VTWG as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,721 shares of Vanguard Russell 2000 Growth ETF worth $1.42M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 14 Vanguard Russell 2000 Growth ETF shares in Q3 2023, an estimated $2.44K.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #859 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2017 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $1.54M in Q2 2023.
132 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.