Wolf Group Capital Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Wolf Group Capital 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
2025 Q1	$792K	Sell	4,248 -408	-9%	-$84.1K	0.27%	94
2024 Q4	$822K	Hold	4,656	–	–	0.4%	69
2024 Q3	$822K	Buy	4,656 +379	+9%	+$75.6K	0.39%	70
2024 Q2	$817K	Sell	4,277 -379	-8%	-$71.6K	0.32%	82
2024 Q1	$822K	Hold	4,656	–	–	0.39%	70
2023 Q4	$822K	Buy	4,656 +138	+3%	+$22.6K	0.39%	70
2023 Q3	$737K	Sell	4,518 -138	-3%	-$24K	0.35%	75
2023 Q2	$768K	Sell	4,656 -236	-5%	-$39.4K	0.38%	68
2023 Q1	$807K	Sell	4,892 -169	-3%	-$28.1K	0.4%	68
2022 Q4	$788K	Sell	5,061 -770	-13%	-$123K	0.37%	71
2022 Q3	$877K	Buy	5,831 +330	+6%	+$54K	0.48%	63
2022 Q2	$825K	Buy	+5,501	New	+$892K	0.43%	67

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolf Group Capital Advisors's VTWG Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 8.8% in Q1 2025, selling an estimated $84.1K and leaving 4,248 shares worth $792K. The position accounts for 0.27% of the portfolio, ranked #94.

Wolf Group Capital Advisors first reported a position in VTWG in Q2 2022 and has held it in 12 quarters since. The position peaked at $877K in Q3 2022. 158 funds tracked by Wall St. Rank hold VTWG as of Q1 2025.

Wolf Group Capital Advisors held 4,248 shares of Vanguard Russell 2000 Growth ETF worth $792K as of Q1 2025.
Wolf Group Capital Advisors sold 408 Vanguard Russell 2000 Growth ETF shares in Q1 2025, an estimated $84.1K.
Vanguard Russell 2000 Growth ETF made up 0.27% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #94 holding.
Wolf Group Capital Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 12 quarters since.
Wolf Group Capital Advisors's Vanguard Russell 2000 Growth ETF position peaked at $877K in Q3 2022.
158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.