Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$190K	Buy	+829	New	+$201K	0.01%	352
2025 Q3	–	Sell	-824	Closed	-$172K	–	552
2025 Q2	$172K	Buy	824 +1	+0.1%	+$192	0.01%	337
2025 Q1	$153K	Buy	823 +1	+0.1%	+$206	0.01%	327
2024 Q4	$173K	Buy	+822	New	+$177K	0.01%	317
2023 Q4	–	Sell	-5	Closed	-$816	–	462
2023 Q3	$816	Hold	5	–	–	﹤0.01%	406
2023 Q2	$882	Hold	5	–	–	﹤0.01%	402
2023 Q1	$825	Hold	5	–	–	﹤0.01%	396
2022 Q4	$779	Hold	5	–	–	﹤0.01%	361
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	341
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	346
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	244
2021 Q4	$1K	Buy	+5	New	+$1.1K	﹤0.01%	238

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

Guardian Wealth Advisors (North Carolina)'s VTWG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026: 829 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in VTWG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in VTWG in Q4 2021 and has held it in 12 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 829 shares of Vanguard Russell 2000 Growth ETF worth $190K as of Q1 2026.
Vanguard Russell 2000 Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #352 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.