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Arkadios Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Arkadios Wealth 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
Q1 		$575K Buy
2,511
+9
+0.4% +$2.19K 0.01% 1048
2025
Q4 		$590K Sell
2,502
-1,199
-32% -$285K 0.01% 922
2025
Q3 		$865K Buy
3,701
+2,047
+124% +$451K 0.02% 697
2025
Q2 		$345K Buy
+1,654
New +$318K 0.01% 1003

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Arkadios Wealth Advisors's VTWG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.36% in Q1 2026, buying an estimated $2.19K and bringing the position to 2,511 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #1048.

Arkadios Wealth Advisors first reported a position in VTWG in Q2 2025 and has held it in 4 quarters since. The position peaked at $865K in Q3 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Arkadios Wealth Advisors held 2,511 shares of Vanguard Russell 2000 Growth ETF worth $575K as of Q1 2026.
  • Arkadios Wealth Advisors bought 9 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.19K.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1048 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $865K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.