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Stordahl Capital Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Stordahl Capital 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
2021
Q4 		– Sell
-1,091
Closed -$233K – 50
2021
Q3 		$233K Sell
1,091
-234
-18% -$51.2K 0.09% 45
2021
Q2 		$301K Sell
1,325
-1,167
-47% -$256K 0.12% 38
2021
Q1 		$545K Sell
2,492
-734
-23% -$166K 0.23% 29
2020
Q4 		$673K Sell
3,226
-250
-7% -$46.4K 0.31% 28
2020
Q3 		$561K Sell
3,476
-106
-3% -$16.9K 0.29% 28
2020
Q2 		$539K Sell
3,582
-2,304
-39% -$313K 0.3% 28
2020
Q1 		$624K Sell
5,886
-18,363
-76% -$2.65M 0.39% 24
2019
Q4 		$3.78M Sell
24,249
-6,918
-22% -$1.02M 1.53% 15
2019
Q3 		$4.37M Sell
31,167
-1,238
-4% -$178K 1.74% 14
2019
Q2 		$4.75M Buy
32,405
+1,745
+6% +$251K 1.84% 14
2019
Q1 		$4.47M Buy
30,660
+938
+3% +$130K 1.82% 14
2018
Q4 		$3.63M Buy
29,722
+24
+0.1% +$3.25K 1.77% 14
2018
Q3 		$4.14M Buy
29,698
+404
+1% +$62.5K 1.85% 14
2018
Q2 		$4.34M Buy
29,294
+725
+3% +$105K 1.95% 14
2018
Q1 		$3.95M Sell
28,569
-580
-2% -$80.8K 1.88% 14
2017
Q4 		$3.95M Buy
+29,149
New +$3.86M 1.88% 15

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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

Stordahl Capital Management's VTWG Position: Q4 2021 in Review

Stordahl Capital Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2021, closing a stake of 1,091 shares — an estimated $233K sold.

Stordahl Capital Management first reported a position in VTWG in Q4 2017 and held it in 16 quarters. The position peaked at $4.75M in Q2 2019. 110 funds tracked by Wall St. Rank hold VTWG as of Q4 2021.

  • Stordahl Capital Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Stordahl Capital Management sold 1,091 Vanguard Russell 2000 Growth ETF shares in Q4 2021, an estimated $233K.
  • Stordahl Capital Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2017 and held it in 16 quarters.
  • Stordahl Capital Management's Vanguard Russell 2000 Growth ETF position peaked at $4.75M in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2021.

Based on Stordahl Capital Management's 13F filing for Q4 2021, filed 10 Feb 2022.