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Bragg Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Bragg Financial 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 		$2.34M Buy
10,213
+1,023
+11% +$249K 0.07% 173
2025
Q4 		$2.17M Sell
9,190
-93
-1% -$22.1K 0.07% 181
2025
Q3 		$2.17M Sell
9,283
-143
-2% -$31.5K 0.07% 179
2025
Q2 		$1.97M Buy
9,426
+309
+3% +$59.4K 0.07% 188
2025
Q1 		$1.7M Buy
9,117
+170
+2% +$35K 0.07% 184
2024
Q4 		$1.88M Sell
8,947
-202
-2% -$43.6K 0.08% 178
2024
Q3 		$1.9M Sell
9,149
-166
-2% -$33.1K 0.08% 177
2024
Q2 		$1.78M Sell
9,315
-40
-0.4% -$7.56K 0.08% 175
2024
Q1 		$1.84M Buy
9,355
+327
+4% +$60.8K 0.08% 172
2023
Q4 		$1.66M Sell
9,028
-524
-5% -$85.9K 0.08% 173
2023
Q3 		$1.56M Sell
9,552
-155
-2% -$27K 0.08% 175
2023
Q2 		$1.71M Sell
9,707
-241
-2% -$40.2K 0.09% 171
2023
Q1 		$1.64M Sell
9,948
-160
-2% -$26.6K 0.1% 167
2022
Q4 		$1.57M Buy
10,108
+78
+0.8% +$12.4K 0.1% 170
2022
Q3 		$1.51M Buy
10,030
+1,539
+18% +$252K 0.1% 163
2022
Q2 		$1.27M Buy
8,491
+2,450
+41% +$397K 0.08% 170
2022
Q1 		$1.12M Buy
6,041
+3,797
+169% +$706K 0.07% 187
2021
Q4 		$480K Hold
2,244
– – 0.03% 228
2021
Q3 		$480K Buy
2,244
+72
+3% +$15.7K 0.03% 228
2021
Q2 		$493K Sell
2,172
-70
-3% -$15.3K 0.03% 226
2021
Q1 		$490K Sell
2,242
-140
-6% -$31.6K 0.03% 217
2020
Q4 		$497K Hold
2,382
– – 0.04% 200
2020
Q3 		$384K Sell
2,382
-113
-5% -$18K 0.04% 206
2020
Q2 		$375K Buy
+2,495
New +$339K 0.04% 206

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

Bragg Financial Advisors's VTWG Position: Q1 2026 in Review

Bragg Financial Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 11% in Q1 2026, buying an estimated $249K and bringing the position to 10,213 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #173.

Bragg Financial Advisors first reported a position in VTWG in Q2 2020 and has held it in 24 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Bragg Financial Advisors held 10,213 shares of Vanguard Russell 2000 Growth ETF worth $2.34M as of Q1 2026.
  • Bragg Financial Advisors bought 1,023 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $249K.
  • Vanguard Russell 2000 Growth ETF made up 0.07% of Bragg Financial Advisors's portfolio in Q1 2026, its #173 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.