Kiely Wealth Advisory Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$322K	Sell	1,483 -14	-0.9%	-$3.02K	0.21%	41
2024 Q3	$337K	Buy	1,497 +1	+0.1%	+$199	0.21%	35
2024 Q2	$286K	Hold	1,496	–	–	0.16%	34
2024 Q1	$278K	Sell	1,496 -259	-15%	-$48.1K	0.16%	32
2023 Q4	$317K	Buy	+1,755	New	+$288K	0.18%	29

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LWM

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

Kiely Wealth Advisory Group's VTWG Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.94% in Q4 2024, selling an estimated $3.02K and leaving 1,483 shares worth $322K. The position accounts for 0.21% of the portfolio, ranked #41.

Kiely Wealth Advisory Group first reported a position in VTWG in Q4 2023 and has held it in 5 quarters since. The position peaked at $337K in Q3 2024. 164 funds tracked by Wall St. Rank hold VTWG as of Q4 2024.

Kiely Wealth Advisory Group held 1,483 shares of Vanguard Russell 2000 Growth ETF worth $322K as of Q4 2024.
Kiely Wealth Advisory Group sold 14 Vanguard Russell 2000 Growth ETF shares in Q4 2024, an estimated $3.02K.
Vanguard Russell 2000 Growth ETF made up 0.21% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #41 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard Russell 2000 Growth ETF position peaked at $337K in Q3 2024.
164 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.