Keystone Global Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Keystone Global Partners’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 Q3	$1.93M	Buy	7,402 +859	+13%	+$237K	0.69%	31
2026 Q2	$1.88M	Sell	6,543 -1,367	-17%	-$364K	0.71%	30
2026 Q1	$1.81M	Sell	7,910 -2,123	-21%	-$516K	0.8%	27
2025 Q4	$2.37M	Sell	10,033 -616	-6%	-$146K	1.04%	26
2025 Q3	$2.49M	Sell	10,649 -1,586	-13%	-$349K	1.27%	24
2025 Q2	$2.55M	Sell	12,235 -845	-6%	-$162K	1.39%	23
2025 Q1	$2.44M	Buy	+13,080	New	+$2.7M	1.71%	20

Other funds holding VTWG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Keystone Global Partners's VTWG Position: Q3 2026 in Review

Keystone Global Partners increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 13% in Q3 2026, buying an estimated $237K and bringing the position to 7,402 shares worth $1.93M. The position accounts for 0.69% of the portfolio, ranked #31.

Keystone Global Partners first reported a position in VTWG in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.55M in Q2 2025. 55 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

Keystone Global Partners held 7,402 shares of Vanguard Russell 2000 Growth ETF worth $1.93M as of Q3 2026.
Keystone Global Partners bought 859 Vanguard Russell 2000 Growth ETF shares in Q3 2026, an estimated $237K.
Vanguard Russell 2000 Growth ETF made up 0.69% of Keystone Global Partners's portfolio in Q3 2026, its #31 holding.
Keystone Global Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Vanguard Russell 2000 Growth ETF position peaked at $2.55M in Q2 2025.
55 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.