Congress Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Congress Wealth Management’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
2025 Q2	$11.3M	Sell	54,204 -166	-0.3%	-$31.9K	0.11%	224
2025 Q1	$10.1M	Sell	54,370 -442	-0.8%	-$91.1K	0.12%	199
2024 Q4	$11.5M	Buy	54,812 +595	+1%	+$128K	0.16%	180
2024 Q3	$11.2M	Sell	54,217 -2,020	-4%	-$403K	0.15%	196
2024 Q2	$10.7M	Buy	56,237 +96	+0.2%	+$18.1K	0.17%	165
2024 Q1	$11.1M	Buy	56,141 +136	+0.2%	+$25.3K	0.19%	159
2023 Q4	$10.3M	Buy	56,005 +89	+0.2%	+$14.6K	0.19%	155
2023 Q3	$9.12M	Buy	+55,916	New	+$9.74M	0.19%	154

Other funds holding VTWG

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Congress Wealth Management's VTWG Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.31% in Q2 2025, selling an estimated $31.9K and leaving 54,204 shares worth $11.3M. The position accounts for 0.11% of the portfolio, ranked #224.

Congress Wealth Management first reported a position in VTWG in Q3 2023 and has held it in 8 quarters since. The position peaked at $11.5M in Q4 2024. 162 funds tracked by Wall St. Rank hold VTWG as of Q2 2025.

Congress Wealth Management held 54,204 shares of Vanguard Russell 2000 Growth ETF worth $11.3M as of Q2 2025.
Congress Wealth Management sold 166 Vanguard Russell 2000 Growth ETF shares in Q2 2025, an estimated $31.9K.
Vanguard Russell 2000 Growth ETF made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #224 holding.
Congress Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $11.5M in Q4 2024.
162 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.