Creative Planning
VTWG icon

Creative Planning’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Creative Planning’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 		$3.14M Buy
13,688
+440
+3% +$107K ﹤0.01% 1545
2025
Q4 		$3.13M Sell
13,248
-621
-4% -$148K ﹤0.01% 1361
2025
Q3 		$3.24M Sell
13,869
-6
-0% -$1.32K ﹤0.01% 1161
2025
Q2 		$2.89M Buy
13,875
+3,623
+35% +$696K ﹤0.01% 1059
2025
Q1 		$1.91M Buy
10,252
+1,784
+21% +$368K ﹤0.01% 1202
2024
Q4 		$1.78M Sell
8,468
-47
-0.6% -$10.1K ﹤0.01% 1207
2024
Q3 		$1.76M Buy
8,515
+496
+6% +$98.9K ﹤0.01% 1140
2024
Q2 		$1.53M Sell
8,019
-302
-4% -$57.1K ﹤0.01% 1131
2024
Q1 		$1.64M Buy
8,321
+345
+4% +$64.1K ﹤0.01% 1056
2023
Q4 		$1.46M Buy
7,976
+1,701
+27% +$279K ﹤0.01% 1050
2023
Q3 		$1.02M Buy
6,275
+479
+8% +$83.4K ﹤0.01% 1148
2023
Q2 		$1.02M Sell
5,796
-2,813
-33% -$469K ﹤0.01% 1122
2023
Q1 		$1.42M Buy
8,609
+1,900
+28% +$316K ﹤0.01% 915
2022
Q4 		$1.04M Buy
6,709
+3,314
+98% +$528K ﹤0.01% 1010
2022
Q3 		$511K Sell
3,395
-3,823
-53% -$626K ﹤0.01% 1325
2022
Q2 		$1.08M Buy
7,218
+3,521
+95% +$571K ﹤0.01% 940
2022
Q1 		$688K Buy
3,697
+1,197
+48% +$223K ﹤0.01% 1165
2021
Q4 		$533K Sell
2,500
-64
-2% -$14K ﹤0.01% 1264
2021
Q3 		$549K Buy
2,564
+294
+13% +$64.3K ﹤0.01% 1237
2021
Q2 		$515K Sell
2,270
-25
-1% -$5.48K ﹤0.01% 1264
2021
Q1 		$502K Sell
2,295
-10
-0.4% -$2.26K ﹤0.01% 1442
2020
Q4 		$481K Buy
2,305
+289
+14% +$53.6K ﹤0.01% 1343
2020
Q3 		$325K Hold
2,016
– – ﹤0.01% 1373
2020
Q2 		$303K Buy
+2,016
New +$274K ﹤0.01% 1297
2017
Q3 		– Sell
-25
Closed -$3K – 3685
2017
Q2 		$3K Hold
25
– – ﹤0.01% 4215
2017
Q1 		$3K Hold
25
– – ﹤0.01% 4192
2016
Q4 		$3K Hold
25
– – ﹤0.01% 4178
2016
Q3 		$3K Hold
25
– – ﹤0.01% 4135
2016
Q2 		$2K Hold
25
– – ﹤0.01% 4060
2016
Q1 		$2K Hold
25
– – ﹤0.01% 3999
2015
Q4 		$3K Hold
25
– – ﹤0.01% 3938
2015
Q3 		$2K Buy
+25
New +$2.7K ﹤0.01% 3987

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

Creative Planning's VTWG Position: Q1 2026 in Review

Creative Planning increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 3.3% in Q1 2026, buying an estimated $107K and bringing the position to 13,688 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Creative Planning first reported a position in VTWG in Q3 2015 and has held it in 32 quarters since. The position peaked at $3.24M in Q3 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Creative Planning held 13,688 shares of Vanguard Russell 2000 Growth ETF worth $3.14M as of Q1 2026.
  • Creative Planning bought 440 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1545 holding.
  • Creative Planning first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2015 and has held it in 32 quarters since.
  • Creative Planning's Vanguard Russell 2000 Growth ETF position peaked at $3.24M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.