Envestnet Portfolio Solutions
VTWG icon

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
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
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