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 Q2	$21.3K	Buy	74 +20	+37%	+$5.33K	﹤0.01%	2244
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

AE Wealth Management's VTWG Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 37% in Q2 2026, buying an estimated $5.33K and bringing the position to 74 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

AE Wealth Management first reported a position in VTWG in Q3 2018 and has held it in 10 quarters since. The position peaked at $378K in Q3 2018. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

AE Wealth Management held 74 shares of Vanguard Russell 2000 Growth ETF worth $21.3K as of Q2 2026.
AE Wealth Management bought 20 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.33K.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2244 holding.
AE Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2018 and has held it in 10 quarters since.
AE Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $378K in Q3 2018.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.