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Foundations Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Foundations Investment Advisors’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 		– Sell
-877
Closed -$201K – 1309
2026
Q1 		$201K Buy
+877
New +$213K ﹤0.01% 1110

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

Foundations Investment Advisors's VTWG Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026, closing a stake of 877 shares — an estimated $201K sold.

Foundations Investment Advisors first reported a position in VTWG in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 877 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $201K.
  • Foundations Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's Vanguard Russell 2000 Growth ETF position peaked at $201K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.