Chicago Partners Investment Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Chicago Partners Investment Group’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	$783K	Sell	2,991 -7	-0.2%	-$1.7K	0.02%	653
2025 Q4	$759K	Buy	2,998 +7	+0.2%	+$1.66K	0.02%	556
2025 Q3	$725K	Buy	2,991 +2	+0.1%	+$441	0.02%	531
2025 Q2	$646K	Buy	2,989 +5	+0.2%	+$961	0.02%	501
2025 Q1	$561K	Buy	2,984 +2	+0.1%	+$412	0.02%	492
2024 Q4	$634K	Buy	2,982 +4	+0.1%	+$863	0.02%	445
2024 Q3	$614K	Buy	2,978 +49	+2%	+$9.78K	0.02%	439
2024 Q2	$602K	Buy	2,929 +41	+1%	+$7.75K	0.02%	421
2024 Q1	$530K	Buy	2,888 +80	+3%	+$14.9K	0.02%	429
2023 Q4	$501K	Buy	2,808 +6	+0.2%	+$984	0.02%	427
2023 Q3	$425K	Buy	2,802 +6	+0.2%	+$1.04K	0.02%	442
2023 Q2	$505K	Buy	2,796 +3	+0.1%	+$500	0.03%	415
2023 Q1	$462K	Buy	2,793 +5	+0.2%	+$832	0.03%	403
2022 Q4	$489K	Buy	+2,788	New	+$444K	0.03%	375

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

Chicago Partners Investment Group's VTWG Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.23% in Q1 2026, selling an estimated $1.7K and leaving 2,991 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #653.

Chicago Partners Investment Group first reported a position in VTWG in Q4 2022 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Chicago Partners Investment Group held 2,991 shares of Vanguard Russell 2000 Growth ETF worth $783K as of Q1 2026.
Chicago Partners Investment Group sold 7 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.7K.
Vanguard Russell 2000 Growth ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #653 holding.
Chicago Partners Investment Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.