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Tobias Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Tobias Financial Advisors’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
2022
Q3 		– Sell
-1,673
Closed -$251K – 85
2022
Q2 		$251K Sell
1,673
-402
-19% -$65.2K 0.08% 69
2022
Q1 		$386K Buy
+2,075
New +$386K 0.13% 55

Other funds holding VTWG

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tobias Financial Advisors's VTWG Position: Q3 2022 in Review

Tobias Financial Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2022, closing a stake of 1,673 shares — an estimated $251K sold.

Tobias Financial Advisors first reported a position in VTWG in Q1 2022 and held it in 2 quarters. The position peaked at $386K in Q1 2022. 114 funds tracked by Wall St. Rank hold VTWG as of Q3 2022.

  • Tobias Financial Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,673 Vanguard Russell 2000 Growth ETF shares in Q3 2022, an estimated $251K.
  • Tobias Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2022 and held it in 2 quarters.
  • Tobias Financial Advisors's Vanguard Russell 2000 Growth ETF position peaked at $386K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2022.

Based on Tobias Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.