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Financial Freedom LLC’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Financial Freedom LLC’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 		$216K Hold
941
– – 0.11% 101
2025
Q4 		$222K Buy
+941
New +$224K 0.11% 101

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

Financial Freedom LLC's VTWG Position: Q1 2026 in Review

Financial Freedom LLC held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 941 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #101.

Financial Freedom LLC first reported a position in VTWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Financial Freedom LLC held 941 shares of Vanguard Russell 2000 Growth ETF worth $216K as of Q1 2026.
  • Financial Freedom LLC left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 Growth ETF made up 0.11% of Financial Freedom LLC's portfolio in Q1 2026, its #101 holding.
  • Financial Freedom LLC first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Freedom LLC's Vanguard Russell 2000 Growth ETF position peaked at $222K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.