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Anderson Financial Strategies’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Anderson Financial 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
2025
Q2 		– Sell
-280
Closed -$52.2K – 217
2025
Q1 		$52.2K Buy
+280
New +$57.7K 0.03% 105

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anderson Financial Strategies's VTWG Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2025, closing a stake of 280 shares — an estimated $52.2K sold.

Anderson Financial Strategies first reported a position in VTWG in Q1 2025 and held it in 1 quarter. The position peaked at $52.2K in Q1 2025. 162 funds tracked by Wall St. Rank hold VTWG as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 280 Vanguard Russell 2000 Growth ETF shares in Q2 2025, an estimated $52.2K.
  • Anderson Financial Strategies first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Vanguard Russell 2000 Growth ETF position peaked at $52.2K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.