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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
Q3 		$635K Buy
2,438
+69
+3% +$19K 0.03% 433
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% -$9.7K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Cornerstone Wealth Management's VTWG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 2.9% in Q3 2026, buying an estimated $19K and bringing the position to 2,438 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #433.

Cornerstone Wealth Management first reported a position in VTWG in Q4 2023 and has held it in 12 quarters since. The position peaked at $682K in Q2 2026. 111 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

  • Cornerstone Wealth Management held 2,438 shares of Vanguard Russell 2000 Growth ETF worth $635K as of Q3 2026.
  • Cornerstone Wealth Management bought 69 Vanguard Russell 2000 Growth ETF shares in Q3 2026, an estimated $19K.
  • Vanguard Russell 2000 Growth ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #433 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Cornerstone Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $682K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.