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IVC Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

IVC Wealth Advisors’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 		$4.69M Sell
16,314
-280
-2% -$74.6K 1.83% 13
2026
Q1 		$3.8M Buy
16,594
+765
+5% +$186K 1.65% 13
2025
Q4 		$3.74M Buy
15,829
+363
+2% +$86.2K 1.62% 13
2025
Q3 		$3.62M Sell
15,466
-270
-2% -$59.5K 1.62% 13
2025
Q2 		$3.28M Sell
15,736
-832
-5% -$160K 1.6% 14
2025
Q1 		$3.09M Buy
16,568
+2,048
+14% +$422K 1.66% 12
2024
Q4 		$3.05M Buy
14,520
+116
+0.8% +$25K 1.71% 12
2024
Q3 		$2.99M Buy
14,404
+683
+5% +$136K 1.63% 12
2024
Q2 		$2.62M Sell
13,721
-4
-0% -$756 1.47% 13
2024
Q1 		$2.71M Buy
13,725
+788
+6% +$146K 1.56% 12
2023
Q4 		$2.37M Buy
12,937
+1,198
+10% +$196K 1.48% 12
2023
Q3 		$1.91M Buy
11,739
+373
+3% +$65K 1.28% 14
2023
Q2 		$2.01M Buy
11,366
+1,089
+11% +$182K 1.27% 13
2023
Q1 		$1.7M Buy
10,277
+461
+5% +$76.7K 1.2% 17
2022
Q4 		$1.53M Buy
9,816
+487
+5% +$77.6K 1.13% 18
2022
Q3 		$1.4M Buy
9,329
+828
+10% +$136K 1.13% 19
2022
Q2 		$1.27M Buy
8,501
+4,439
+109% +$720K 0.99% 23
2022
Q1 		$756K Buy
4,062
+586
+17% +$109K 0.5% 51
2021
Q4 		$742K Buy
3,476
+831
+31% +$182K 0.48% 55
2021
Q3 		$566K Buy
2,645
+158
+6% +$34.6K 0.39% 69
2021
Q2 		$564K Buy
2,487
+558
+29% +$122K 0.4% 71
2021
Q1 		$422K Sell
1,929
-18
-0.9% -$4.07K 0.33% 82
2020
Q4 		$406K Buy
+1,947
New +$361K 0.39% 72

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IVC Wealth Advisors's VTWG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.7% in Q2 2026, selling an estimated $74.6K and leaving 16,314 shares worth $4.69M. The position accounts for 1.83% of the portfolio, ranked #13.

IVC Wealth Advisors first reported a position in VTWG in Q4 2020 and has held it in 23 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • IVC Wealth Advisors held 16,314 shares of Vanguard Russell 2000 Growth ETF worth $4.69M as of Q2 2026.
  • IVC Wealth Advisors sold 280 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $74.6K.
  • Vanguard Russell 2000 Growth ETF made up 1.83% of IVC Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.