Topel & Distasi Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Topel & Distasi Wealth 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
2022 Q4	–	Sell	-4,694	Closed	-$774K	–	74
2022 Q3	$774K	Hold	4,694	–	–	0.43%	48
2022 Q2	$704K	Hold	4,694	–	–	0.41%	47
2022 Q1	$873K	Hold	4,694	–	–	0.37%	54
2021 Q4	$1M	Buy	+4,694	New	+$1.03M	0.41%	52

Other funds holding VTWG

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Topel & Distasi Wealth Management's VTWG Position: Q4 2022 in Review

Topel & Distasi Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2022, closing a stake of 4,694 shares — an estimated $774K sold.

Topel & Distasi Wealth Management first reported a position in VTWG in Q4 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2021. 128 funds tracked by Wall St. Rank hold VTWG as of Q4 2022.

Topel & Distasi Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 4,694 Vanguard Russell 2000 Growth ETF shares in Q4 2022, an estimated $774K.
Topel & Distasi Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and held it in 4 quarters.
Topel & Distasi Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $1M in Q4 2021.
128 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.