Avantax Planning Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Avantax Planning Partners’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	$487K	Buy	+2,128	New	+$517K	0.01%	283

Other funds holding VTWG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Avantax Planning Partners's VTWG Position: Q1 2026 in Review

Avantax Planning Partners opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026: 2,128 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings.

204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Avantax Planning Partners held 2,128 shares of Vanguard Russell 2000 Growth ETF worth $487K as of Q1 2026.
Vanguard Russell 2000 Growth ETF was a new Avantax Planning Partners position in Q1 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #283 holding.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.