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Rockbridge Investment Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-14
Closed -$2.57K – 622
2023
Q4 		$2.57K Buy
+14
New +$2.3K ﹤0.01% 536

Other funds holding VTWG

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Rockbridge Investment Management's VTWG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2024, closing a stake of 14 shares — an estimated $2.57K sold.

Rockbridge Investment Management first reported a position in VTWG in Q4 2023 and held it in 1 quarter. The position peaked at $2.57K in Q4 2023. 148 funds tracked by Wall St. Rank hold VTWG as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 14 Vanguard Russell 2000 Growth ETF shares in Q1 2024, an estimated $2.57K.
  • Rockbridge Investment Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Vanguard Russell 2000 Growth ETF position peaked at $2.57K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.