CA
VTWG icon

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
Q2 		$2.76M Buy
9,607
+1
+0% +$266 0.03% 331
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Clearstead Advisors's VTWG Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.01% in Q2 2026, buying an estimated $266 and bringing the position to 9,607 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #331.

Clearstead Advisors first reported a position in VTWG in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Clearstead Advisors held 9,607 shares of Vanguard Russell 2000 Growth ETF worth $2.76M as of Q2 2026.
  • Clearstead Advisors bought 1 Vanguard Russell 2000 Growth ETF share in Q2 2026, an estimated $266.
  • Vanguard Russell 2000 Growth ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #331 holding.
  • Clearstead Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.