M&R Capital Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

M&R 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
2024 Q3	$4.97K	Hold	24	–	–	﹤0.01%	462
2024 Q2	$4.58K	Hold	24	–	–	﹤0.01%	451
2024 Q1	$4.73K	Hold	24	–	–	﹤0.01%	452
2023 Q4	$4.41K	Hold	24	–	–	﹤0.01%	501
2023 Q3	$3.91K	Hold	24	–	–	﹤0.01%	489
2023 Q2	$4.24K	Hold	24	–	–	﹤0.01%	477
2023 Q1	$3.96K	Hold	24	–	–	﹤0.01%	466
2022 Q4	$3.74K	Hold	24	–	–	﹤0.01%	437
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	406
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	401
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	392
2021 Q4	$5K	Hold	24	–	–	﹤0.01%	371
2021 Q3	$5K	Buy	+24	New	+$5.25K	﹤0.01%	374

Other funds holding VTWG

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

M&R Capital Management's VTWG Position: Q3 2024 in Review

M&R Capital Management held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q3 2024 at 24 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

M&R Capital Management first reported a position in VTWG in Q3 2021 and has held it in 13 quarters since. The position peaked at $5K in Q4 2021. 151 funds tracked by Wall St. Rank hold VTWG as of Q3 2024.

M&R Capital Management held 24 shares of Vanguard Russell 2000 Growth ETF worth $4.97K as of Q3 2024.
M&R Capital Management left its Vanguard Russell 2000 Growth ETF share count unchanged in Q3 2024.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #462 holding.
M&R Capital Management first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2021 and has held it in 13 quarters since.
M&R Capital Management's Vanguard Russell 2000 Growth ETF position peaked at $5K in Q4 2021.
151 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.