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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
Q2 		$271K Buy
942
+1
+0.1% +$266 0.12% 100
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 $1.55T 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

Financial Freedom LLC's VTWG Position: Q2 2026 in Review

Financial Freedom LLC increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.11% in Q2 2026, buying an estimated $266 and bringing the position to 942 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #100.

Financial Freedom LLC first reported a position in VTWG in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Financial Freedom LLC held 942 shares of Vanguard Russell 2000 Growth ETF worth $271K as of Q2 2026.
  • Financial Freedom LLC bought 1 Vanguard Russell 2000 Growth ETF share in Q2 2026, an estimated $266.
  • Vanguard Russell 2000 Growth ETF made up 0.12% of Financial Freedom LLC's portfolio in Q2 2026, its #100 holding.
  • Financial Freedom LLC first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.