Golden State Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Golden State Wealth 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	$5.5K	Hold	24	–	–	﹤0.01%	1199
2025 Q4	$5.66K	Hold	24	–	–	﹤0.01%	1221
2025 Q3	$5.61K	Hold	24	–	–	﹤0.01%	1237
2025 Q2	$5K	Hold	24	–	–	﹤0.01%	1226
2025 Q1	$4.47K	Hold	24	–	–	﹤0.01%	1190
2024 Q4	$5.04K	Buy	+24	New	+$5.18K	﹤0.01%	1119

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

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

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

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

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

Golden State Wealth Management's VTWG Position: Q1 2026 in Review

Golden State Wealth Management held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 24 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Golden State Wealth Management first reported a position in VTWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.66K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Golden State Wealth Management held 24 shares of Vanguard Russell 2000 Growth ETF worth $5.5K as of Q1 2026.
Golden State Wealth Management left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1199 holding.
Golden State Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $5.66K in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.