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OneDigital Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

OneDigital Investment Advisors’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
2021
Q2 		– Sell
-2,929
Closed -$641K – 788
2021
Q1 		$641K Sell
2,929
-98
-3% -$22.1K 0.03% 328
2020
Q4 		$631K Buy
3,027
+247
+9% +$45.8K 0.03% 307
2020
Q3 		$448K Buy
+2,780
New +$442K 0.03% 331

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's VTWG Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2021, closing a stake of 2,929 shares — an estimated $641K sold.

OneDigital Investment Advisors first reported a position in VTWG in Q3 2020 and held it in 3 quarters. The position peaked at $641K in Q1 2021. 101 funds tracked by Wall St. Rank hold VTWG as of Q2 2021.

  • OneDigital Investment Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,929 Vanguard Russell 2000 Growth ETF shares in Q2 2021, an estimated $641K.
  • OneDigital Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2020 and held it in 3 quarters.
  • OneDigital Investment Advisors's Vanguard Russell 2000 Growth ETF position peaked at $641K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.