High Net Worth Advisory Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

High Net Worth Advisory Group’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	$468K	Buy	1,626 +376	+30%	+$100K	0.1%	158
2026 Q1	$286K	Hold	1,250	–	–	0.07%	203
2025 Q4	$295K	Hold	1,250	–	–	0.07%	187
2025 Q3	$292K	Hold	1,250	–	–	0.07%	185
2025 Q2	$261K	Buy	+1,250	New	+$240K	0.07%	194
2025 Q1	–	Sell	-1,000	Closed	-$210K	–	223
2024 Q4	$210K	Hold	1,000	–	–	0.06%	209
2024 Q3	$207K	Buy	+1,000	New	+$199K	0.06%	216
2024 Q2	–	Sell	-1,300	Closed	-$256K	–	224
2024 Q1	$256K	Hold	1,300	–	–	0.08%	179
2023 Q4	$239K	Hold	1,300	–	–	0.09%	171
2023 Q3	$212K	Hold	1,300	–	–	0.09%	180
2023 Q2	$229K	Hold	1,300	–	–	0.09%	172
2023 Q1	$215K	Buy	1,300 +500	+63%	+$83.2K	0.09%	177
2022 Q4	$125K	Sell	800 -1,500	-65%	-$239K	0.05%	227
2022 Q3	$346K	Hold	2,300	–	–	0.15%	129
2022 Q2	$345K	Buy	2,300 +500	+28%	+$81.1K	0.14%	131
2022 Q1	$335K	Hold	1,800	–	–	0.12%	137
2021 Q4	$384K	Buy	+1,800	New	+$395K	0.13%	132

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

High Net Worth Advisory Group's VTWG Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 30% in Q2 2026, buying an estimated $100K and bringing the position to 1,626 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #158.

High Net Worth Advisory Group first reported a position in VTWG in Q4 2021 and has held it in 17 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

High Net Worth Advisory Group held 1,626 shares of Vanguard Russell 2000 Growth ETF worth $468K as of Q2 2026.
High Net Worth Advisory Group bought 376 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $100K.
Vanguard Russell 2000 Growth ETF made up 0.1% of High Net Worth Advisory Group's portfolio in Q2 2026, its #158 holding.
High Net Worth Advisory Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.