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VTWG icon

Transce3nd’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Transce3nd’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
-18
Closed -$3.78K – 1598
2024
Q4 		$3.78K Buy
+18
New +$3.88K ﹤0.01% 982

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transce3nd's VTWG Position: Q1 2025 in Review

Transce3nd sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2025, closing a stake of 18 shares — an estimated $3.78K sold.

Transce3nd first reported a position in VTWG in Q4 2024 and held it in 1 quarter. The position peaked at $3.78K in Q4 2024. 158 funds tracked by Wall St. Rank hold VTWG as of Q1 2025.

  • Transce3nd reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 18 Vanguard Russell 2000 Growth ETF shares in Q1 2025, an estimated $3.78K.
  • Transce3nd first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Vanguard Russell 2000 Growth ETF position peaked at $3.78K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.