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

TD Ameritrade 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
2023 Q3	–	Sell	-8,483	Closed	-$1.5M	–	503
2023 Q2	$1.5M	Sell	8,483 -1,244	-13%	-$207K	0.02%	100
2023 Q1	$1.6M	Sell	9,727 -2,603	-21%	-$433K	0.02%	103
2022 Q4	$1.92M	Sell	12,330 -2,976	-19%	-$474K	0.02%	100
2022 Q3	$2.3M	Sell	15,306 -695	-4%	-$114K	0.02%	95
2022 Q2	$2.4M	Sell	16,001 -1,499	-9%	-$243K	0.02%	98
2022 Q1	$3.25M	Sell	17,500 -979	-5%	-$182K	0.02%	91
2021 Q4	$3.94M	Buy	18,479 +9,582	+108%	+$2.1M	0.03%	87
2021 Q3	$1.44M	Sell	8,897 -6,505	-42%	-$1.42M	0.01%	105
2021 Q2	$3.5M	Buy	15,402 +5,166	+50%	+$1.13M	0.02%	89
2021 Q1	$2.13M	Hold	10,236	–	–	0.02%	100
2020 Q4	$2.13M	Buy	10,236 +1,339	+15%	+$248K	0.02%	100
2020 Q3	$1.44M	Buy	8,897 +112	+1%	+$17.8K	0.01%	105
2020 Q2	$1.32M	Sell	8,785 -851	-9%	-$116K	0.01%	105
2020 Q1	$1.11M	Sell	9,636 -41	-0.4%	-$5.92K	0.01%	111
2019 Q4	$1.51M	Buy	9,677 +541	+6%	+$79.8K	0.01%	109
2019 Q3	$1.28M	Buy	9,136 +984	+12%	+$142K	0.01%	109
2019 Q2	$1.2M	Buy	8,152 +415	+5%	+$59.6K	0.01%	108
2019 Q1	$1.1M	Buy	7,737 +3,337	+76%	+$461K	0.01%	103
2018 Q4	$537K	Buy	4,400 +122	+3%	+$16.5K	0.01%	115
2018 Q3	$667K	Buy	4,278 +2,998	+234%	+$464K	0.01%	98
2018 Q2	$190K	Buy	+1,280	New	+$186K	﹤0.01%	98

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

TD Ameritrade Investment Management's VTWG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2023, closing a stake of 8,483 shares — an estimated $1.5M sold.

TD Ameritrade Investment Management first reported a position in VTWG in Q2 2018 and held it in 21 quarters. The position peaked at $3.94M in Q4 2021. 132 funds tracked by Wall St. Rank hold VTWG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 8,483 Vanguard Russell 2000 Growth ETF shares in Q3 2023, an estimated $1.5M.
TD Ameritrade Investment Management first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2018 and held it in 21 quarters.
TD Ameritrade Investment Management's Vanguard Russell 2000 Growth ETF position peaked at $3.94M in Q4 2021.
132 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.