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

HB 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
Q2 		$395K Sell
1,373
-87
-6% -$23.2K ﹤0.01% 1226
2026
Q1 		$334K Buy
+1,460
New +$355K ﹤0.01% 1167

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

HB Wealth Management's VTWG Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 6% in Q2 2026, selling an estimated $23.2K and leaving 1,373 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

HB Wealth Management first reported a position in VTWG in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • HB Wealth Management held 1,373 shares of Vanguard Russell 2000 Growth ETF worth $395K as of Q2 2026.
  • HB Wealth Management sold 87 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1226 holding.
  • HB Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.