Envestnet Portfolio Solutions’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Envestnet Portfolio Solutions’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	$367K	Sell	1,275 -246	-16%	-$65.5K	﹤0.01%	1102
2026 Q1	$348K	Sell	1,521 -353	-19%	-$85.7K	﹤0.01%	1047
2025 Q4	$442K	Sell	1,874 -151	-7%	-$35.9K	﹤0.01%	1110
2025 Q3	$473K	Sell	2,025 -205	-9%	-$45.2K	﹤0.01%	1057
2025 Q2	$465K	Sell	2,230 -150	-6%	-$28.8K	﹤0.01%	1125
2025 Q1	$444K	Sell	2,380 -55	-2%	-$11.3K	﹤0.01%	1099
2024 Q4	$512K	Sell	2,435 -103	-4%	-$22.2K	﹤0.01%	1232
2024 Q3	$526K	Sell	2,538 -162	-6%	-$32.3K	﹤0.01%	1177
2024 Q2	$516K	Sell	2,700 -31	-1%	-$5.86K	﹤0.01%	1129
2024 Q1	$538K	Sell	2,731 -120	-4%	-$22.3K	﹤0.01%	1093
2023 Q4	$523K	Sell	2,851 -93	-3%	-$15.3K	﹤0.01%	1026
2023 Q3	$480K	Buy	+2,944	New	+$513K	﹤0.01%	1005

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Portfolio Solutions's VTWG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 16% in Q2 2026, selling an estimated $65.5K and leaving 1,275 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Envestnet Portfolio Solutions first reported a position in VTWG in Q3 2023 and has held it in 12 quarters since. The position peaked at $538K in Q1 2024. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Envestnet Portfolio Solutions held 1,275 shares of Vanguard Russell 2000 Growth ETF worth $367K as of Q2 2026.
Envestnet Portfolio Solutions sold 246 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $65.5K.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1102 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Russell 2000 Growth ETF position peaked at $538K in Q1 2024.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.