EFG
VTWG icon

Elm3 Financial Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Elm3 Financial Group’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 		$777K Sell
2,702
-536
-17% -$143K 0.53% 50
2026
Q1 		$742K Buy
3,238
+44
+1% +$10.7K 0.63% 42
2025
Q4 		$754K Buy
+3,194
New +$759K 0.63% 43

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

Elm3 Financial Group's VTWG Position: Q2 2026 in Review

Elm3 Financial Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 17% in Q2 2026, selling an estimated $143K and leaving 2,702 shares worth $777K. The position accounts for 0.53% of the portfolio, ranked #50.

Elm3 Financial Group first reported a position in VTWG in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Elm3 Financial Group held 2,702 shares of Vanguard Russell 2000 Growth ETF worth $777K as of Q2 2026.
  • Elm3 Financial Group sold 536 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Russell 2000 Growth ETF made up 0.53% of Elm3 Financial Group's portfolio in Q2 2026, its #50 holding.
  • Elm3 Financial Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.