CX Institutional’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

CX Institutional’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	$39K	Buy	+149	New	+$41K	﹤0.01%	1075

Other funds holding VTWG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

CX Institutional's VTWG Position: Q3 2026 in Review

CX Institutional opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2026: 149 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

48 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

CX Institutional held 149 shares of Vanguard Russell 2000 Growth ETF worth $39K as of Q3 2026.
Vanguard Russell 2000 Growth ETF was a new CX Institutional position in Q3 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1075 holding.
48 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.