MWM
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Moran Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Moran Wealth 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
2023
Q1 		– Sell
-1,721
Closed -$268K – 377
2022
Q4 		$268K Buy
+1,721
New +$274K 0.01% 326

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Moran Wealth Management's VTWG Position: Q1 2023 in Review

Moran Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2023, closing a stake of 1,721 shares — an estimated $268K sold.

Moran Wealth Management first reported a position in VTWG in Q4 2022 and held it in 1 quarter. The position peaked at $268K in Q4 2022. 121 funds tracked by Wall St. Rank hold VTWG as of Q1 2023.

  • Moran Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 1,721 Vanguard Russell 2000 Growth ETF shares in Q1 2023, an estimated $268K.
  • Moran Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $268K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.