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

Clearstead 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	$2.2M	Buy	9,606 +173	+2%	+$42K	0.02%	343
2025 Q4	$2.23M	Buy	9,433 +1	+0%	+$238	0.03%	312
2025 Q3	$2.21M	Sell	9,432 -552	-6%	-$122K	0.03%	309
2025 Q2	$2.08M	Hold	9,984	–	–	0.03%	313
2025 Q1	$1.86M	Hold	9,984	–	–	0.03%	309
2024 Q4	$2.1M	Buy	9,984 +1	+0%	+$216	0.03%	287
2024 Q3	$2.07M	Hold	9,983	–	–	0.03%	293
2024 Q2	$1.91M	Buy	+9,983	New	+$1.89M	0.03%	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

Clearstead Advisors's VTWG Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.8% in Q1 2026, buying an estimated $42K and bringing the position to 9,606 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #343.

Clearstead Advisors first reported a position in VTWG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Clearstead Advisors held 9,606 shares of Vanguard Russell 2000 Growth ETF worth $2.2M as of Q1 2026.
Clearstead Advisors bought 173 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $42K.
Vanguard Russell 2000 Growth ETF made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #343 holding.
Clearstead Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's Vanguard Russell 2000 Growth ETF position peaked at $2.23M in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.