IEQ Capital’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

IEQ Capital’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	$2.65M	Sell	9,222 -2,453	-21%	-$653K	0.01%	696
2026 Q1	$2.67M	Hold	11,675	–	–	0.01%	668
2025 Q4	$2.76M	Hold	11,675	–	–	0.01%	691
2025 Q3	$2.73M	Buy	11,675 +9,222	+376%	+$2.03M	0.01%	657
2025 Q2	$511K	Hold	2,453	–	–	﹤0.01%	1149
2025 Q1	$457K	Hold	2,453	–	–	﹤0.01%	1014
2024 Q4	$515K	Buy	+2,453	New	+$529K	0.01%	838

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

IEQ Capital's VTWG Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 21% in Q2 2026, selling an estimated $653K and leaving 9,222 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #696.

IEQ Capital first reported a position in VTWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2025. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

IEQ Capital held 9,222 shares of Vanguard Russell 2000 Growth ETF worth $2.65M as of Q2 2026.
IEQ Capital sold 2,453 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $653K.
Vanguard Russell 2000 Growth ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #696 holding.
IEQ Capital first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
IEQ Capital's Vanguard Russell 2000 Growth ETF position peaked at $2.76M in Q4 2025.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.