Focus Partners Wealth
VTWG icon

Focus Partners Wealth’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Focus Partners Wealth’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 		$571K Buy
2,493
+1,411
+130% +$343K ﹤0.01% 1862
2025
Q4 		$255K Buy
+1,082
New +$257K ﹤0.01% 2316
2025
Q1 		– Sell
-1,167
Closed -$245K – 2035
2024
Q4 		$245K Buy
+1,167
New +$252K ﹤0.01% 1643

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

Focus Partners Wealth's VTWG Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 130% in Q1 2026, buying an estimated $343K and bringing the position to 2,493 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Focus Partners Wealth first reported a position in VTWG in Q4 2024 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Focus Partners Wealth held 2,493 shares of Vanguard Russell 2000 Growth ETF worth $571K as of Q1 2026.
  • Focus Partners Wealth bought 1,411 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $343K.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1862 holding.
  • Focus Partners Wealth first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.