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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IEQ Capital's VTWG Position: Q1 2026 in Review

IEQ Capital held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 11,675 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #668.

IEQ Capital first reported a position in VTWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • IEQ Capital held 11,675 shares of Vanguard Russell 2000 Growth ETF worth $2.67M as of Q1 2026.
  • IEQ Capital left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #668 holding.
  • IEQ Capital first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's Vanguard Russell 2000 Growth ETF position peaked at $2.76M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.