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

LBJ Family 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 		$2.06M Buy
7,244
+30
+0.4% +$7.99K 1.05% 14
2026
Q1 		$1.58M Buy
7,214
+1,092
+18% +$265K 0.93% 17
2025
Q4 		$1.45M Buy
6,122
+357
+6% +$84.8K 0.79% 18
2025
Q3 		$1.35M Buy
5,765
+165
+3% +$36.4K 0.74% 19
2025
Q2 		$1.17M Buy
5,600
+235
+4% +$45.2K 0.68% 19
2025
Q1 		$1M Sell
5,365
-233
-4% -$48K 0.64% 19
2024
Q4 		$1.18M Sell
5,598
-63
-1% -$13.6K 0.7% 19
2024
Q3 		$1.17M Buy
5,661
+160
+3% +$31.9K 0.7% 19
2024
Q2 		$1.05M Buy
5,501
+936
+21% +$177K 0.66% 19
2024
Q1 		$900K Buy
4,565
+124
+3% +$23K 0.57% 18
2023
Q4 		$815K Buy
4,441
+21
+0.5% +$3.44K 0.56% 18
2023
Q3 		$721K Buy
4,420
+295
+7% +$51.4K 0.54% 19
2023
Q2 		$728K Buy
4,125
+738
+22% +$123K 0.51% 20
2023
Q1 		$559K Buy
3,387
+74
+2% +$12.3K 0.39% 21
2022
Q4 		$516K Sell
3,313
-4,744
-59% -$756K 0.39% 20
2022
Q3 		$481K Buy
8,057
+6,152
+323% +$1.01M 0.39% 19
2022
Q2 		$286K Buy
1,905
+346
+22% +$56.1K 0.21% 22
2022
Q1 		$277K Buy
1,559
+338
+28% +$62.9K 0.18% 22
2021
Q4 		$261K Buy
1,221
+20
+2% +$4.39K 0.15% 21
2021
Q3 		$257K Buy
+1,201
New +$263K 0.15% 21

Other funds holding VTWG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LBJ Family Wealth Advisors's VTWG Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.42% in Q2 2026, buying an estimated $7.99K and bringing the position to 7,244 shares worth $2.06M. The position accounts for 1.05% of the portfolio, ranked #14.

LBJ Family Wealth Advisors first reported a position in VTWG in Q3 2021 and has held it in 20 quarters since. 88 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • LBJ Family Wealth Advisors held 7,244 shares of Vanguard Russell 2000 Growth ETF worth $2.06M as of Q2 2026.
  • LBJ Family Wealth Advisors bought 30 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $7.99K.
  • Vanguard Russell 2000 Growth ETF made up 1.05% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • LBJ Family Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 88 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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