Kings Point Capital Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Kings Point Capital 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
2022 Q1	$112K	Hold	600	–	–	0.01%	261
2021 Q4	$128K	Hold	600	–	–	0.01%	271
2021 Q3	$128K	Sell	600 -400	-40%	-$87.5K	0.01%	245
2021 Q2	$227K	Hold	1,000	–	–	0.02%	204
2021 Q1	$219K	Sell	1,000 -11	-1%	-$2.48K	0.02%	199
2020 Q4	$211K	Buy	1,011 +11	+1%	+$2.04K	0.02%	181
2020 Q3	$161K	Hold	1,000	–	–	0.02%	193
2020 Q2	$150K	Hold	1,000	–	–	0.02%	182
2020 Q1	$115K	Hold	1,000	–	–	0.02%	199
2019 Q4	$156K	Buy	+1,000	New	+$148K	0.02%	198

Other funds holding VTWG

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Kings Point Capital Management's VTWG Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2022 at 600 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #261.

Kings Point Capital Management first reported a position in VTWG in Q4 2019 and has held it in 10 quarters since. The position peaked at $227K in Q2 2021. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

Kings Point Capital Management held 600 shares of Vanguard Russell 2000 Growth ETF worth $112K as of Q1 2022.
Kings Point Capital Management left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2022.
Vanguard Russell 2000 Growth ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #261 holding.
Kings Point Capital Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's Vanguard Russell 2000 Growth ETF position peaked at $227K in Q2 2021.
113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.