Small-Cap Growth ETF: Who's Buying and Why?

Overview

• Fund Name: Vanguard Russell 2000 Growth ETF (VTWG)
• Focus: Small-cap growth stocks
• Index Tracked: Russell 2000 Growth
• Inception: 2010
• Manager: Vanguard

Recent Investment Activity

• Farther Finance Advisors LLC:
• Reduced holdings by 8.1% in Q2 2023
• Current holdings: 571 shares

• Value: ~$119,000

• New Investors:
• NBC Securities Inc.:
• New position worth $28,000 in Q1 2023
• Anderson Financial Strategies LLC:
• New position worth $52,000
• TD Private Client Wealth LLC:
• New position worth $57,000
• High Net Worth Advisory Group LLC:
• Acquired shares worth $261,000 in Q2 2023
• Centennial Bank AR:
• Increased stake by 7.0%
• Current holdings: 1,460 shares
• Value: ~$272,000

Stock Performance

• Recent Opening Price: $237.79
• 50-Day Moving Average: $224.15
• 200-Day Moving Average: $205.63
• Market Cap: $1.12 billion
• PE Ratio: 20.82
• Beta: 1.15
• 52-Week Range: $160.03 - $240.00

Dividend Information

• Dividend Paid: $0.5084 per share
• Dividend Yield: 50.0%
• Ex-Dividend Date: September 24, 2023
• Payment Date: September 26, 2023

Insights

• Investors are reacting to market trends or specific fund attributes.
• Understanding these moves can provide insights into broader market strategies.