Aptus Capital Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Aptus Capital Advisors’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	$239K	Buy	830 +1	+0.1%	+$266	﹤0.01%	1042
2026 Q1	$190K	Buy	829 +2	+0.2%	+$486	﹤0.01%	1033
2025 Q4	$195K	Buy	827 +2	+0.2%	+$475	﹤0.01%	1041
2025 Q3	$193K	Buy	825 +1	+0.1%	+$220	﹤0.01%	990
2025 Q2	$172K	Buy	824 +1	+0.1%	+$192	﹤0.01%	977
2025 Q1	$153K	Buy	823 +1	+0.1%	+$206	﹤0.01%	941
2024 Q4	$173K	Buy	+822	New	+$177K	﹤0.01%	914
2023 Q4	–	Sell	-5	Closed	-$816	–	991
2023 Q3	$816	Hold	5	–	–	﹤0.01%	887
2023 Q2	$882	Hold	5	–	–	﹤0.01%	784
2023 Q1	$825	Hold	5	–	–	﹤0.01%	777
2022 Q4	$779	Hold	5	–	–	﹤0.01%	772
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	762
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	656
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	676
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	555
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	535
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	560
2021 Q1	$1K	Buy	+5	New	+$1.13K	﹤0.01%	513

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

Aptus Capital Advisors's VTWG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.12% in Q2 2026, buying an estimated $266 and bringing the position to 830 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Aptus Capital Advisors first reported a position in VTWG in Q1 2021 and has held it in 18 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Aptus Capital Advisors held 830 shares of Vanguard Russell 2000 Growth ETF worth $239K as of Q2 2026.
Aptus Capital Advisors bought 1 Vanguard Russell 2000 Growth ETF share in Q2 2026, an estimated $266.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1042 holding.
Aptus Capital Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2021 and has held it in 18 quarters since.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.