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
2026 Q2	$668K	Buy	+2,320	New	+$618K	0.01%	905
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Global Retirement Partners's VTWG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 2,320 shares worth $668K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTWG as recently as Q4 2025.

Global Retirement Partners first reported a position in VTWG in Q4 2017 and has held it in 32 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Global Retirement Partners held 2,320 shares of Vanguard Russell 2000 Growth ETF worth $668K as of Q2 2026.
Vanguard Russell 2000 Growth ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #905 holding.
Global Retirement Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2017 and has held it in 32 quarters since.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.