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

United Capital 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
2023 Q1	–	Sell	-2,826	Closed	-$440K	–	1081
2022 Q4	$440K	Buy	2,826 +125	+5%	+$19.9K	﹤0.01%	781
2022 Q3	$406K	Sell	2,701 -29	-1%	-$4.75K	﹤0.01%	810
2022 Q2	$410K	Buy	2,730 +209	+8%	+$33.9K	﹤0.01%	841
2022 Q1	$469K	Buy	2,521 +35	+1%	+$6.51K	﹤0.01%	848
2021 Q4	$530K	Sell	2,486 -125	-5%	-$27.4K	﹤0.01%	839
2021 Q3	$559K	Hold	2,611	–	–	﹤0.01%	831
2021 Q2	$593K	Hold	2,611	–	–	﹤0.01%	827
2021 Q1	$571K	Hold	2,611	–	–	﹤0.01%	818
2020 Q4	$545K	Hold	2,611	–	–	﹤0.01%	827
2020 Q3	$421K	Buy	2,611 +331	+15%	+$52.7K	﹤0.01%	872
2020 Q2	$343K	Buy	+2,280	New	+$310K	﹤0.01%	973

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

United Capital Financial Advisors's VTWG Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2023, closing a stake of 2,826 shares — an estimated $440K sold.

United Capital Financial Advisors first reported a position in VTWG in Q2 2020 and held it in 11 quarters. The position peaked at $593K in Q2 2021. 121 funds tracked by Wall St. Rank hold VTWG as of Q1 2023.

United Capital Financial Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 2,826 Vanguard Russell 2000 Growth ETF shares in Q1 2023, an estimated $440K.
United Capital Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2020 and held it in 11 quarters.
United Capital Financial Advisors's Vanguard Russell 2000 Growth ETF position peaked at $593K in Q2 2021.
121 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.