Institute for Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Institute for Wealth Management’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	$9.39M	Sell	32,625 -1,017	-3%	-$271K	0.83%	16
2026 Q1	$7.71M	Buy	33,642 +80	+0.2%	+$19.4K	0.82%	13
2025 Q4	$7.92M	Hold	33,562	–	–	0.84%	12
2025 Q3	$7.85M	Sell	33,562 -270	-0.8%	-$59.5K	0.82%	14
2025 Q2	$7.05M	Sell	33,832 -161	-0.5%	-$31K	0.79%	13
2025 Q1	$6.33M	Buy	33,993 +32,605	+2,349%	+$6.72M	0.81%	13
2024 Q4	$292K	Hold	1,388	–	–	0.04%	402
2024 Q3	$288K	Hold	1,388	–	–	0.04%	423
2024 Q2	$265K	Buy	+1,388	New	+$262K	0.04%	412

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

Institute for Wealth Management's VTWG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 3% in Q2 2026, selling an estimated $271K and leaving 32,625 shares worth $9.39M. The position accounts for 0.83% of the portfolio, ranked #16.

Institute for Wealth Management first reported a position in VTWG in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Institute for Wealth Management held 32,625 shares of Vanguard Russell 2000 Growth ETF worth $9.39M as of Q2 2026.
Institute for Wealth Management sold 1,017 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $271K.
Vanguard Russell 2000 Growth ETF made up 0.83% of Institute for Wealth Management's portfolio in Q2 2026, its #16 holding.
Institute for Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.