Heartwood Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Heartwood Wealth Advisors’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 Q3	$337K	Hold	1,294	–	–	0.03%	172
2026 Q2	$372K	Buy	1,294 +263	+26%	+$70.1K	0.03%	169
2026 Q1	$236K	Buy	1,031 +12	+1%	+$2.92K	0.02%	204
2025 Q4	$240K	Buy	1,019 +256	+34%	+$60.8K	0.02%	184
2025 Q3	$178K	Buy	+763	New	+$168K	0.02%	204

Other funds holding VTWG

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

Heartwood Wealth Advisors's VTWG Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q3 2026 at 1,294 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #172.

Heartwood Wealth Advisors first reported a position in VTWG in Q3 2025 and has held it in 5 quarters since. The position peaked at $372K in Q2 2026. 16 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

Heartwood Wealth Advisors held 1,294 shares of Vanguard Russell 2000 Growth ETF worth $337K as of Q3 2026.
Heartwood Wealth Advisors left its Vanguard Russell 2000 Growth ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #172 holding.
Heartwood Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
Heartwood Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $372K in Q2 2026.
16 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.