Avantax Advisory Services’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Avantax Advisory Services’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	$3.29M	Buy	15,769 +174	+1%	+$33.5K	0.02%	589
2025 Q1	$2.91M	Buy	15,595 +3,337	+27%	+$688K	0.02%	592
2024 Q4	$2.58M	Buy	+12,258	New	+$2.64M	0.02%	605
2024 Q1	–	Sell	-1,365	Closed	-$251K	–	1740
2023 Q4	$251K	Buy	+1,365	New	+$224K	﹤0.01%	1337
2023 Q1	–	Sell	-6,783	Closed	-$1.06M	–	1550
2022 Q4	$1.06M	Buy	+6,783	New	+$1.08M	0.01%	625
2022 Q3	–	Sell	-1,559	Closed	-$234K	–	1386
2022 Q2	$234K	Buy	+1,559	New	+$253K	﹤0.01%	1128
2020 Q4	–	Sell	-1,506	Closed	-$243K	–	1356
2020 Q3	$243K	Buy	1,506 +94	+7%	+$15K	﹤0.01%	1125
2020 Q2	$213K	Buy	+1,412	New	+$192K	0.01%	765
2020 Q1	–	Sell	-1,429	Closed	-$222K	–	899
2019 Q4	$222K	Buy	+1,429	New	+$211K	0.01%	745

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VTWG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.1% in Q2 2025, buying an estimated $33.5K and bringing the position to 15,769 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #589.

Avantax Advisory Services first reported a position in VTWG in Q4 2019 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold VTWG as of Q2 2025.

Avantax Advisory Services held 15,769 shares of Vanguard Russell 2000 Growth ETF worth $3.29M as of Q2 2025.
Avantax Advisory Services bought 174 Vanguard Russell 2000 Growth ETF shares in Q2 2025, an estimated $33.5K.
Vanguard Russell 2000 Growth ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #589 holding.
Avantax Advisory Services first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2019 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.