Ken Fisher’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Ken Fisher’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
2021 Q4	–	Sell	-1,160	Closed	-$248K	–	1004
2021 Q3	$248K	Buy	+1,160	New	+$254K	﹤0.01%	836

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Ken Fisher's VTWG Position: Q4 2021 in Review

Ken Fisher sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2021, closing a stake of 1,160 shares — an estimated $248K sold.

Ken Fisher first reported a position in VTWG in Q3 2021 and held it in 1 quarter. The position peaked at $248K in Q3 2021. 110 funds tracked by Wall St. Rank hold VTWG as of Q4 2021.

Ken Fisher reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Ken Fisher sold 1,160 Vanguard Russell 2000 Growth ETF shares in Q4 2021, an estimated $248K.
Ken Fisher first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2021 and held it in 1 quarter.
Ken Fisher's Vanguard Russell 2000 Growth ETF position peaked at $248K in Q3 2021.
110 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2021.

Based on Fisher Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.