Reilly Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Reilly Financial 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 Q4	$15K	Hold	71	–	–	﹤0.01%	632
2021 Q3	$15K	Hold	71	–	–	﹤0.01%	586
2021 Q2	$16K	Hold	71	–	–	﹤0.01%	603
2021 Q1	$16K	Hold	71	–	–	﹤0.01%	593
2020 Q4	$15K	Hold	71	–	–	﹤0.01%	554
2020 Q3	$11K	Hold	71	–	–	﹤0.01%	558
2020 Q2	$11K	Buy	+71	New	+$9.66K	﹤0.01%	567

Other funds holding VTWG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Reilly Financial Advisors's VTWG Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q4 2021 at 71 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Reilly Financial Advisors first reported a position in VTWG in Q2 2020 and has held it in 7 quarters since. The position peaked at $16K in Q2 2021. 110 funds tracked by Wall St. Rank hold VTWG as of Q4 2021.

Reilly Financial Advisors held 71 shares of Vanguard Russell 2000 Growth ETF worth $15K as of Q4 2021.
Reilly Financial Advisors left its Vanguard Russell 2000 Growth ETF share count unchanged in Q4 2021.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #632 holding.
Reilly Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2020 and has held it in 7 quarters since.
Reilly Financial Advisors's Vanguard Russell 2000 Growth ETF position peaked at $16K in Q2 2021.
110 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.