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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
Q2 		$682K Buy
2,369
+21
+0.9% +$5.59K 0.03% 420
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cornerstone Wealth Management's VTWG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.89% in Q2 2026, buying an estimated $5.59K and bringing the position to 2,369 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #420.

Cornerstone Wealth Management first reported a position in VTWG in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Cornerstone Wealth Management held 2,369 shares of Vanguard Russell 2000 Growth ETF worth $682K as of Q2 2026.
  • Cornerstone Wealth Management bought 21 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.59K.
  • Vanguard Russell 2000 Growth ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.