AFG
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Allegheny Financial Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Allegheny Financial Group’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 		$4.73M Sell
16,440
-366
-2% -$97.5K 0.5% 36
2026
Q1 		$3.85M Buy
16,806
+152
+0.9% +$36.9K 0.52% 31
2025
Q4 		$3.93M Buy
16,654
+457
+3% +$109K 0.58% 30
2025
Q3 		$3.79M Buy
16,197
+484
+3% +$107K 0.71% 24
2025
Q2 		$3.28M Buy
15,713
+553
+4% +$106K 0.73% 22
2025
Q1 		$2.83M Sell
15,160
-431
-3% -$88.8K 0.72% 22
2024
Q4 		$3.28M Buy
15,591
+796
+5% +$172K 0.84% 21
2024
Q3 		$3.07M Sell
14,795
-286
-2% -$57.1K 0.76% 19
2024
Q2 		$2.88M Buy
15,081
+3,007
+25% +$568K 0.83% 19
2024
Q1 		$2.38M Sell
12,074
-3,512
-23% -$653K 0.73% 21
2023
Q4 		$2.86M Buy
15,586
+990
+7% +$162K 0.92% 17
2023
Q3 		$2.38M Buy
14,596
+1,334
+10% +$232K 0.89% 18
2023
Q2 		$2.34M Sell
13,262
-1,594
-11% -$266K 1.11% 18
2023
Q1 		$2.45M Buy
14,856
+114
+0.8% +$19K 0.99% 19
2022
Q4 		$2.3M Buy
14,742
+8,136
+123% +$1.3M 0.96% 21
2022
Q3 		$993K Buy
6,606
+1,180
+22% +$193K 0.47% 42
2022
Q2 		$814K Buy
+5,426
New +$880K 0.38% 55

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allegheny Financial Group's VTWG Position: Q2 2026 in Review

Allegheny Financial Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 2.2% in Q2 2026, selling an estimated $97.5K and leaving 16,440 shares worth $4.73M. The position accounts for 0.5% of the portfolio, ranked #36.

Allegheny Financial Group first reported a position in VTWG in Q2 2022 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Allegheny Financial Group held 16,440 shares of Vanguard Russell 2000 Growth ETF worth $4.73M as of Q2 2026.
  • Allegheny Financial Group sold 366 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $97.5K.
  • Vanguard Russell 2000 Growth ETF made up 0.5% of Allegheny Financial Group's portfolio in Q2 2026, its #36 holding.
  • Allegheny Financial Group first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.