Concord Wealth Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Concord Wealth 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 Q2	$3.74K	Buy	+13	New	+$3.46K	﹤0.01%	696
2026 Q1	–	Sell	-13	Closed	-$3.07K	–	779
2025 Q4	$3.07K	Sell	13 -1	-7%	-$238	﹤0.01%	674
2025 Q3	$3.27K	Hold	14	–	–	﹤0.01%	679
2025 Q2	$2.92K	Sell	14 -3	-18%	-$577	﹤0.01%	691
2025 Q1	$3.17K	Hold	17	–	–	﹤0.01%	640
2024 Q4	$3.57K	Hold	17	–	–	﹤0.01%	650
2024 Q3	$3.52K	Hold	17	–	–	﹤0.01%	685
2024 Q2	$3.25K	Hold	17	–	–	﹤0.01%	624
2024 Q1	$3.35K	Hold	17	–	–	﹤0.01%	701
2023 Q4	$3.12K	Sell	17 -58	-77%	-$9.51K	﹤0.01%	677
2023 Q3	$12.2K	Hold	75	–	–	﹤0.01%	587
2023 Q2	$13.2K	Sell	75 -29	-28%	-$4.84K	﹤0.01%	566
2023 Q1	$17.2K	Sell	104 -6	-5%	-$998	﹤0.01%	510
2022 Q4	$17.1K	Buy	+110	New	+$17.5K	0.01%	551
2022 Q3	–	Sell	-110	Closed	-$17K	–	1137
2022 Q2	$17K	Buy	+110	New	+$17.8K	﹤0.01%	583

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Concord Wealth Partners's VTWG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 13 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VTWG as recently as Q4 2025.

Concord Wealth Partners first reported a position in VTWG in Q2 2022 and has held it in 15 quarters since. The position peaked at $17.2K in Q1 2023. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Concord Wealth Partners held 13 shares of Vanguard Russell 2000 Growth ETF worth $3.74K as of Q2 2026.
Vanguard Russell 2000 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #696 holding.
Concord Wealth Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 15 quarters since.
Concord Wealth Partners's Vanguard Russell 2000 Growth ETF position peaked at $17.2K in Q1 2023.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.