ORG Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-821	Closed	-$173K	–	1608
2024 Q4	$173K	Buy	821 +1	+0.1%	+$216	0.02%	342
2024 Q3	$170K	Buy	820 +1	+0.1%	+$199	0.03%	306
2024 Q2	$156K	Buy	+819	New	+$155K	0.02%	479
2024 Q1	–	Sell	-817	Closed	-$150K	–	1110
2023 Q4	$150K	Buy	+817	New	+$134K	0.03%	339
2023 Q3	–	Sell	-769	Closed	-$135K	–	1607
2023 Q2	$135K	Buy	+769	New	+$128K	0.02%	447

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's VTWG Position: Q1 2025 in Review

ORG Partners sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2025, closing a stake of 821 shares — an estimated $173K sold.

ORG Partners first reported a position in VTWG in Q2 2023 and held it in 5 quarters. The position peaked at $173K in Q4 2024. 158 funds tracked by Wall St. Rank hold VTWG as of Q1 2025.

ORG Partners reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 821 Vanguard Russell 2000 Growth ETF shares in Q1 2025, an estimated $173K.
ORG Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's Vanguard Russell 2000 Growth ETF position peaked at $173K in Q4 2024.
158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.