IFWM
VTWG icon

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
Q1 		$7.71M Buy
33,642
+80
+0.2% +$19.4K 0.83% 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
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 $431B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return