Sterling Financial Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Sterling Financial Group’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 Q4	–	Sell	-1,025	Closed	-$212K	–	74
2024 Q3	$212K	Buy	+1,025	New	+$204K	0.09%	64
2024 Q2	–	Sell	-1,275	Closed	-$251K	–	69
2024 Q1	$251K	Hold	1,275	–	–	0.12%	55
2023 Q4	$234K	Hold	1,275	–	–	0.14%	57
2023 Q3	$208K	Hold	1,275	–	–	0.13%	57
2023 Q2	$225K	Sell	1,275 -22,389	-95%	-$3.73M	0.15%	56
2023 Q1	$3.68M	Hold	23,664	–	–	2.83%	9
2022 Q4	$3.68M	Buy	+23,664	New	+$3.77M	2.83%	9

Other funds holding VTWG

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

WHG

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sterling Financial Group's VTWG Position: Q4 2024 in Review

Sterling Financial Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2024, closing a stake of 1,025 shares — an estimated $212K sold.

Sterling Financial Group first reported a position in VTWG in Q4 2022 and held it in 7 quarters. The position peaked at $3.68M in Q1 2023. 164 funds tracked by Wall St. Rank hold VTWG as of Q4 2024.

Sterling Financial Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Sterling Financial Group sold 1,025 Vanguard Russell 2000 Growth ETF shares in Q4 2024, an estimated $212K.
Sterling Financial Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and held it in 7 quarters.
Sterling Financial Group's Vanguard Russell 2000 Growth ETF position peaked at $3.68M in Q1 2023.
164 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.