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Freedom Investment Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Freedom Investment Management’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 		$366K Buy
1,596
+35
+2% +$8.5K 0.11% 65
2025
Q4 		$368K Sell
1,561
-3
-0.2% -$713 0.11% 71
2025
Q3 		$366K Sell
1,564
-1,107
-41% -$244K 0.1% 98
2025
Q2 		$557K Sell
2,671
-86
-3% -$16.5K 0.04% 413
2025
Q1 		$514K Sell
2,757
-614
-18% -$127K 0.04% 414
2024
Q4 		$708K Sell
3,371
-18
-0.5% -$3.88K 0.06% 322
2024
Q3 		$702K Sell
3,389
-267
-7% -$53.3K 0.06% 329
2024
Q2 		$699K Sell
3,656
-165
-4% -$31.2K 0.06% 324
2024
Q1 		$753K Buy
3,821
+40
+1% +$7.43K 0.06% 326
2023
Q4 		$694K Buy
3,781
+539
+17% +$88.4K 0.06% 358
2023
Q3 		$529K Sell
3,242
-11
-0.3% -$1.92K 0.06% 349
2023
Q2 		$574K Buy
3,253
+10
+0.3% +$1.67K 0.06% 364
2023
Q1 		$535K Sell
3,243
-97
-3% -$16.1K 0.06% 384
2022
Q4 		$520K Sell
3,340
-41
-1% -$6.54K 0.06% 409
2022
Q3 		$509K Sell
3,381
-35
-1% -$5.73K 0.06% 417
2022
Q2 		$512K Sell
3,416
-16
-0.5% -$2.59K 0.05% 447
2022
Q1 		$638K Buy
3,432
+2
+0.1% +$372 0.06% 403
2021
Q4 		$732K Sell
3,430
-107
-3% -$23.5K 0.05% 432
2021
Q3 		$757K Sell
3,537
-409
-10% -$89.5K 0.06% 396
2021
Q2 		$896K Sell
3,946
-402
-9% -$88.1K 0.07% 363
2021
Q1 		$951K Sell
4,348
-438
-9% -$99K 0.07% 314
2020
Q4 		$998K Sell
4,786
-401
-8% -$74.4K 0.11% 185
2020
Q3 		$837K Sell
5,187
-564
-10% -$89.8K 0.09% 194
2020
Q2 		$865K Sell
5,751
-1,111
-16% -$151K 0.09% 184
2020
Q1 		$1.09M Sell
6,862
-111
-2% -$16K 0.1% 186
2019
Q4 		$1.09M Sell
6,973
-366
-5% -$54K 0.1% 196
2019
Q3 		$1.03M Buy
7,339
+78
+1% +$11.2K 0.09% 208
2019
Q2 		$1.06M Sell
7,261
-72
-1% -$10.3K 0.09% 210
2019
Q1 		$1.05M Sell
7,333
-487
-6% -$67.3K 0.08% 226
2018
Q4 		$954K Sell
7,820
-2,525
-24% -$342K 0.07% 270
2018
Q3 		$1.65M Buy
10,345
+1,238
+14% +$192K 0.1% 196
2018
Q2 		$1.35M Sell
9,107
-1,271
-12% -$185K 0.08% 266
2018
Q1 		$1.44M Buy
+10,378
New +$1.45M 0.07% 260

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 $902M AUM 21.74% 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 $21.8B AUM 28.57% 1-Year Est. Return

Freedom Investment Management's VTWG Position: Q1 2026 in Review

Freedom Investment Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 2.2% in Q1 2026, buying an estimated $8.5K and bringing the position to 1,596 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #65.

Freedom Investment Management first reported a position in VTWG in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.65M in Q3 2018. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Freedom Investment Management held 1,596 shares of Vanguard Russell 2000 Growth ETF worth $366K as of Q1 2026.
  • Freedom Investment Management bought 35 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.5K.
  • Vanguard Russell 2000 Growth ETF made up 0.11% of Freedom Investment Management's portfolio in Q1 2026, its #65 holding.
  • Freedom Investment Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Freedom Investment Management's Vanguard Russell 2000 Growth ETF position peaked at $1.65M in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.