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

Kovitz Investment 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
2015
Q3 		– Sell
-1,850
Closed -$208K – 109
2015
Q2 		$208K Hold
1,850
– – 0.01% 108
2015
Q1 		$204K Buy
+1,850
New +$196K 0.01% 111

Other funds holding VTWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Kovitz Investment Group's VTWG Position: Q3 2015 in Review

Kovitz Investment Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2015, closing a stake of 1,850 shares — an estimated $208K sold.

Kovitz Investment Group first reported a position in VTWG in Q1 2015 and held it in 2 quarters. The position peaked at $208K in Q2 2015. 27 funds tracked by Wall St. Rank hold VTWG as of Q3 2015.

  • Kovitz Investment Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 1,850 Vanguard Russell 2000 Growth ETF shares in Q3 2015, an estimated $208K.
  • Kovitz Investment Group first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2015 and held it in 2 quarters.
  • Kovitz Investment Group's Vanguard Russell 2000 Growth ETF position peaked at $208K in Q2 2015.
  • 27 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2015.

Based on Kovitz Investment Group's 13F filing for Q3 2015, filed 7 Dec 2015.