Kovitz Investment Group Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Kovitz Investment Group Partners’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
2018 Q1	–	Sell	-1,895	Closed	-$257	–	157
2017 Q4	$257	Sell	1,895 -45	-2%	-$5.96K	0.01%	144
2017 Q3	$252K	Buy	1,940 +70	+4%	+$8.63K	0.01%	148
2017 Q2	$230K	Hold	1,870	–	–	0.01%	147
2017 Q1	$220K	Hold	1,870	–	–	0.01%	130
2016 Q4	$209K	Sell	1,870 -5	-0.3%	-$541	0.01%	113
2016 Q3	$203K	Buy	+1,875	New	+$198K	0.01%	124

Other funds holding VTWG

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kovitz Investment Group Partners's VTWG Position: Q1 2018 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2018, closing a stake of 1,895 shares — an estimated $257 sold.

Kovitz Investment Group Partners first reported a position in VTWG in Q3 2016 and held it in 6 quarters. The position peaked at $252K in Q3 2017. 53 funds tracked by Wall St. Rank hold VTWG as of Q1 2018.

Kovitz Investment Group Partners reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,895 Vanguard Russell 2000 Growth ETF shares in Q1 2018, an estimated $257.
Kovitz Investment Group Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2016 and held it in 6 quarters.
Kovitz Investment Group Partners's Vanguard Russell 2000 Growth ETF position peaked at $252K in Q3 2017.
53 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2018.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2018, filed 15 May 2018.