Steward Partners Investment Advisory’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Steward Partners Investment Advisory’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	-105	Closed	-$22.1K	–	4159
2024 Q4	$22.1K	Sell	105 -10	-9%	-$2.16K	﹤0.01%	2744
2024 Q3	$23.8K	Sell	115 -70	-38%	-$14K	﹤0.01%	2582
2024 Q2	$35.3K	Sell	185 -45	-20%	-$8.5K	﹤0.01%	2273
2024 Q1	$45.3K	Sell	230 -43	-16%	-$7.99K	﹤0.01%	2165
2023 Q4	$50.1K	Buy	273 +215	+371%	+$35.3K	﹤0.01%	1995
2023 Q3	$9.46K	Hold	58	–	–	﹤0.01%	2621
2023 Q2	$10.2K	Hold	58	–	–	﹤0.01%	2564
2023 Q1	$9.57K	Hold	58	–	–	﹤0.01%	2556
2022 Q4	$9.03K	Hold	58	–	–	﹤0.01%	2575
2022 Q3	$9K	Hold	58	–	–	﹤0.01%	2593
2022 Q2	$9K	Hold	58	–	–	﹤0.01%	2577
2022 Q1	$11K	Hold	58	–	–	﹤0.01%	2640
2021 Q4	$12K	Hold	58	–	–	﹤0.01%	2543
2021 Q3	$12K	Hold	58	–	–	﹤0.01%	2557
2021 Q2	$13K	Hold	58	–	–	﹤0.01%	5670
2021 Q1	$12.7K	Hold	58	–	–	﹤0.01%	2677
2020 Q4	$12K	Hold	58	–	–	﹤0.01%	2252
2020 Q3	$9K	Buy	+58	New	+$9.23K	﹤0.01%	2195

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

Steward Partners Investment Advisory's VTWG Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2025, closing a stake of 105 shares — an estimated $22.1K sold.

Steward Partners Investment Advisory first reported a position in VTWG in Q3 2020 and held it in 18 quarters. The position peaked at $50.1K in Q4 2023. 158 funds tracked by Wall St. Rank hold VTWG as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 105 Vanguard Russell 2000 Growth ETF shares in Q1 2025, an estimated $22.1K.
Steward Partners Investment Advisory first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2020 and held it in 18 quarters.
Steward Partners Investment Advisory's Vanguard Russell 2000 Growth ETF position peaked at $50.1K in Q4 2023.
158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.