CWM
VTWG icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return