Global Retirement Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Global Retirement Partners’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
2025 Q4	$420K	Buy	1,781 +199	+13%	+$47.3K	0.01%	1046
2025 Q3	$370K	Buy	1,582 +697	+79%	+$154K	0.01%	882
2025 Q2	$185K	Buy	+885	New	+$170K	﹤0.01%	1138
2024 Q4	$186K	Buy	885 +853	+2,666%	+$184K	0.01%	993
2024 Q3	$6.62K	Hold	32	–	–	﹤0.01%	2444
2024 Q2	$6.09K	Hold	32	–	–	﹤0.01%	2518
2024 Q1	$6.29K	Hold	32	–	–	﹤0.01%	2309
2023 Q4	$5.59K	Buy	32 +9	+39%	+$1.48K	﹤0.01%	2278
2023 Q3	$3.62K	Hold	23	–	–	﹤0.01%	2308
2023 Q2	$4.02K	Hold	23	–	–	﹤0.01%	2291
2023 Q1	$3.68K	Hold	23	–	–	﹤0.01%	2278
2022 Q4	$3.53K	Hold	23	–	–	﹤0.01%	2150
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	2042
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	2116
2022 Q1	$3K	Buy	+23	New	+$4.28K	﹤0.01%	2113
2021 Q4	–	Sell	-22	Closed	-$5K	–	1783
2021 Q3	$5K	Hold	22	–	–	﹤0.01%	1646
2021 Q2	$5K	Hold	22	–	–	﹤0.01%	1596
2021 Q1	$5K	Hold	22	–	–	﹤0.01%	1494
2020 Q4	$5K	Hold	22	–	–	﹤0.01%	1466
2020 Q3	$4K	Hold	22	–	–	﹤0.01%	1390
2020 Q2	$3K	Hold	22	–	–	﹤0.01%	1415
2020 Q1	$3K	Hold	22	–	–	﹤0.01%	1369
2019 Q4	$3K	Hold	22	–	–	﹤0.01%	1440
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	1414
2019 Q2	$3K	Hold	22	–	–	﹤0.01%	1408
2019 Q1	$3K	Hold	22	–	–	﹤0.01%	1367
2018 Q4	$3K	Hold	22	–	–	﹤0.01%	1296
2018 Q3	$3K	Hold	22	–	–	﹤0.01%	1358
2018 Q2	$3K	Hold	22	–	–	﹤0.01%	1339
2018 Q1	$3K	Hold	22	–	–	﹤0.01%	1290
2017 Q4	$3K	Buy	+22	New	+$2.91K	﹤0.01%	1257

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's VTWG Position: Q4 2025 in Review

Global Retirement Partners increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 13% in Q4 2025, buying an estimated $47.3K and bringing the position to 1,781 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1046.

Global Retirement Partners first reported a position in VTWG in Q4 2017 and has held it in 31 quarters since. 192 funds tracked by Wall St. Rank hold VTWG as of Q4 2025.

Global Retirement Partners held 1,781 shares of Vanguard Russell 2000 Growth ETF worth $420K as of Q4 2025.
Global Retirement Partners bought 199 Vanguard Russell 2000 Growth ETF shares in Q4 2025, an estimated $47.3K.
Vanguard Russell 2000 Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1046 holding.
Global Retirement Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2017 and has held it in 31 quarters since.
192 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.