Laurel Wealth Advisors (North Carolina)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-25	Closed	-$5.9K	–	655
2025 Q4	$5.9K	Buy	+25	New	+$5.94K	﹤0.01%	525
2025 Q2	–	Sell	-25	Closed	-$4.66K	–	667
2025 Q1	$4.66K	Hold	25	–	–	﹤0.01%	541
2024 Q4	$5.25K	Hold	25	–	–	﹤0.01%	550
2024 Q3	$5.18K	Buy	+25	New	+$4.99K	﹤0.01%	512

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s VTWG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026, closing a stake of 25 shares — an estimated $5.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VTWG in Q3 2024 and held it in 4 quarters. The position peaked at $5.9K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 25 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $5.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Russell 2000 Growth ETF position peaked at $5.9K in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.