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

Cornerstone 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
2026
Q1 		$538K Buy
2,348
+327
+16% +$79.4K 0.03% 433
2025
Q4 		$477K Buy
2,021
+356
+21% +$84.6K 0.02% 434
2025
Q3 		$389K Buy
1,665
+56
+3% +$12.3K 0.02% 476
2025
Q2 		$335K Buy
1,609
+22
+1% +$4.23K 0.02% 488
2025
Q1 		$296K Sell
1,587
-47
-3% -$9.69K 0.02% 478
2024
Q4 		$343K Buy
1,634
+161
+11% +$34.7K 0.02% 433
2024
Q3 		$305K Buy
1,473
+16
+1% +$3.19K 0.02% 455
2024
Q2 		$278K Buy
1,457
+101
+7% +$19.1K 0.02% 449
2024
Q1 		$267K Buy
1,356
+124
+10% +$23K 0.02% 451
2023
Q4 		$226K Buy
+1,232
New +$202K 0.02% 477

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
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