Little House Capital’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Little House Capital’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	–	Sell	-1,355	Closed	-$289K	–	153
2021 Q4	$289K	Hold	1,355	–	–	0.15%	125
2021 Q3	$290K	Hold	1,355	–	–	0.17%	115
2021 Q2	$308K	Buy	+1,355	New	+$297K	0.17%	117
2021 Q1	–	Sell	-1,416	Closed	-$295K	–	166
2020 Q4	$295K	Sell	1,416 -8,358	-86%	-$1.55M	0.22%	87
2020 Q3	$1.58M	Buy	9,774 +88	+0.9%	+$14K	1.31%	28
2020 Q2	$1.46M	Buy	+9,686	New	+$1.32M	1.34%	29

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

Little House Capital's VTWG Position: Q1 2022 in Review

Little House Capital sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022, closing a stake of 1,355 shares — an estimated $289K sold.

Little House Capital first reported a position in VTWG in Q2 2020 and held it in 6 quarters. The position peaked at $1.58M in Q3 2020. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

Little House Capital reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Little House Capital sold 1,355 Vanguard Russell 2000 Growth ETF shares in Q1 2022, an estimated $289K.
Little House Capital first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2020 and held it in 6 quarters.
Little House Capital's Vanguard Russell 2000 Growth ETF position peaked at $1.58M in Q3 2020.
113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.