AWM
VTWG icon

AE Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

AE Wealth Management’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
2026
Q1 		$12.4K Sell
54
-89
-62% -$21.6K ﹤0.01% 2231
2025
Q4 		$33.7K Hold
143
– – ﹤0.01% 1924
2025
Q3 		$33.4K Hold
143
– – ﹤0.01% 1800
2025
Q2 		$29.8K Hold
143
– – ﹤0.01% 1692
2025
Q1 		$26.6K Sell
143
-61
-30% -$12.6K ﹤0.01% 1679
2024
Q4 		$42.9K Buy
+204
New +$44K ﹤0.01% 1582
2024
Q1 		– Sell
-1,461
Closed -$263K – 1981
2023
Q4 		$263K Buy
1,461
+20
+1% +$3.28K ﹤0.01% 1776
2023
Q3 		$235K Buy
+1,441
New +$251K ﹤0.01% 1712
2018
Q4 		– Sell
-2,425
Closed -$378K – 608
2018
Q3 		$378K Buy
+2,425
New +$375K 0.02% 394

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return