Kayne Anderson Rudnick Investment Management
VTWG icon

Kayne Anderson Rudnick Investment Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Kayne Anderson Rudnick Investment Management’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
Q2 		– Sell
-238
Closed -$39.3K – 892
2023
Q1 		$39.3K Sell
238
-512
-68% -$85.2K ﹤0.01% 505
2022
Q4 		$117K Sell
750
-858
-53% -$137K ﹤0.01% 455
2022
Q3 		$242K Buy
1,608
+1,308
+436% +$214K ﹤0.01% 408
2022
Q2 		$45K Buy
+300
New +$48.6K ﹤0.01% 476

Other funds holding VTWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VTWG Position: Q2 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2023, closing a stake of 238 shares — an estimated $39.3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in VTWG in Q2 2022 and held it in 4 quarters. The position peaked at $242K in Q3 2022. 120 funds tracked by Wall St. Rank hold VTWG as of Q2 2023.

  • Kayne Anderson Rudnick Investment Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 238 Vanguard Russell 2000 Growth ETF shares in Q2 2023, an estimated $39.3K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and held it in 4 quarters.
  • Kayne Anderson Rudnick Investment Management's Vanguard Russell 2000 Growth ETF position peaked at $242K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.