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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
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

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

Heartwood Wealth Advisors's VTWG Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 26% in Q2 2026, buying an estimated $70.1K and bringing the position to 1,294 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #169.

Heartwood Wealth Advisors first reported a position in VTWG in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Heartwood Wealth Advisors held 1,294 shares of Vanguard Russell 2000 Growth ETF worth $372K as of Q2 2026.
  • Heartwood Wealth Advisors bought 263 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $70.1K.
  • Vanguard Russell 2000 Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.