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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
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 $1.37T 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

Elm3 Financial Group's VTWG Position: Q1 2026 in Review

Elm3 Financial Group increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.4% in Q1 2026, buying an estimated $10.7K and bringing the position to 3,238 shares worth $742K. The position accounts for 0.63% of the portfolio, ranked #42.

Elm3 Financial Group first reported a position in VTWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $754K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Elm3 Financial Group held 3,238 shares of Vanguard Russell 2000 Growth ETF worth $742K as of Q1 2026.
  • Elm3 Financial Group bought 44 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard Russell 2000 Growth ETF made up 0.63% of Elm3 Financial Group's portfolio in Q1 2026, its #42 holding.
  • Elm3 Financial Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Elm3 Financial Group's Vanguard Russell 2000 Growth ETF position peaked at $754K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.