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American Financial & Tax Strategies’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

American Financial & Tax Strategies’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 		$884K Sell
3,074
-410
-12% -$109K 0.4% 57
2026
Q1 		$798K Sell
3,484
-27
-0.8% -$6.56K 0.39% 57
2025
Q4 		$829K Sell
3,511
-30
-0.8% -$7.13K 0.41% 56
2025
Q3 		$828K Sell
3,541
-395
-10% -$87K 0.41% 56
2025
Q2 		$820K Sell
3,936
-50
-1% -$9.61K 0.42% 56
2025
Q1 		$743K Sell
3,986
-378
-9% -$77.9K 0.4% 55
2024
Q4 		$917K Sell
4,364
-122
-3% -$26.3K 0.48% 53
2024
Q3 		$930K Sell
4,486
-116
-3% -$23.1K 0.47% 54
2024
Q2 		$879K Sell
4,602
-58
-1% -$11K 0.46% 56
2024
Q1 		$918K Sell
4,660
-101
-2% -$18.8K 0.49% 52
2023
Q4 		$874K Buy
+4,761
New +$781K 0.5% 54

Other funds holding VTWG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

American Financial & Tax Strategies's VTWG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 12% in Q2 2026, selling an estimated $109K and leaving 3,074 shares worth $884K. The position accounts for 0.4% of the portfolio, ranked #57.

American Financial & Tax Strategies first reported a position in VTWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $930K in Q3 2024. 166 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • American Financial & Tax Strategies held 3,074 shares of Vanguard Russell 2000 Growth ETF worth $884K as of Q2 2026.
  • American Financial & Tax Strategies sold 410 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Russell 2000 Growth ETF made up 0.4% of American Financial & Tax Strategies's portfolio in Q2 2026, its #57 holding.
  • American Financial & Tax Strategies first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's Vanguard Russell 2000 Growth ETF position peaked at $930K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.