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Woodmont Investment Counsel’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-45
Closed -$5K – 608
2016
Q3 		$5K Buy
+45
New +$4.76K ﹤0.01% 564
2016
Q2 		– Sell
-45
Closed -$4K – 448
2016
Q1 		$4K Hold
45
– – ﹤0.01% 474
2015
Q4 		$5K Hold
45
– – ﹤0.01% 470
2015
Q3 		$4K Hold
45
– – ﹤0.01% 478
2015
Q2 		$5K Buy
+45
New +$5.02K ﹤0.01% 466

Other funds holding VTWG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodmont Investment Counsel's VTWG Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2016, closing a stake of 45 shares — an estimated $5K sold.

Woodmont Investment Counsel first reported a position in VTWG in Q2 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2016. 30 funds tracked by Wall St. Rank hold VTWG as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 45 Vanguard Russell 2000 Growth ETF shares in Q4 2016, an estimated $5K.
  • Woodmont Investment Counsel first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Vanguard Russell 2000 Growth ETF position peaked at $5K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.