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

Concurrent Investment 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	$2.49M	Buy	10,863 +127	+1%	+$30.9K	0.03%	545
2025 Q4	$2.53M	Buy	10,736 +222	+2%	+$52.7K	0.03%	501
2025 Q3	$2.46M	Sell	10,514 -1,425	-12%	-$314K	0.04%	409
2025 Q2	$2.49M	Buy	11,939 +832	+7%	+$160K	0.05%	379
2025 Q1	$2.07M	Sell	11,107 -140	-1%	-$28.9K	0.05%	359
2024 Q4	$2.36M	Sell	11,247 -114	-1%	-$24.6K	0.06%	290
2024 Q3	$2.35M	Buy	11,361 +5,407	+91%	+$1.08M	0.07%	271
2024 Q2	$1.14M	Sell	5,954 -470	-7%	-$88.8K	0.04%	396
2024 Q1	$1.27M	Buy	+6,424	New	+$1.19M	0.05%	334

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

Concurrent Investment Advisors's VTWG Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.2% in Q1 2026, buying an estimated $30.9K and bringing the position to 10,863 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #545.

Concurrent Investment Advisors first reported a position in VTWG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Concurrent Investment Advisors held 10,863 shares of Vanguard Russell 2000 Growth ETF worth $2.49M as of Q1 2026.
Concurrent Investment Advisors bought 127 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $30.9K.
Vanguard Russell 2000 Growth ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #545 holding.
Concurrent Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Vanguard Russell 2000 Growth ETF position peaked at $2.53M in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.