Lido Advisors
VTWG icon

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

Lido 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 		$361K Buy
1,253
+2
+0.2% +$533 ﹤0.01% 1656
2026
Q1 		$287K Sell
1,251
-45
-3% -$10.9K ﹤0.01% 1591
2025
Q4 		$303K Hold
1,296
– – ﹤0.01% 1561
2025
Q3 		$303K Buy
1,296
+51
+4% +$11.2K ﹤0.01% 1484
2025
Q2 		$260K Buy
1,245
+2
+0.2% +$384 ﹤0.01% 1405
2025
Q1 		$232K Buy
1,243
+1
+0.1% +$206 ﹤0.01% 1322
2024
Q4 		$261K Buy
1,242
+3
+0.2% +$647 ﹤0.01% 1282
2024
Q3 		$257K Sell
1,239
-47
-4% -$9.38K ﹤0.01% 1222
2024
Q2 		$246K Buy
1,286
+50
+4% +$9.45K ﹤0.01% 1207
2024
Q1 		$244K Buy
1,236
+1
+0.1% +$186 ﹤0.01% 1184
2023
Q4 		$227K Buy
1,235
+4
+0.3% +$656 ﹤0.01% 1157
2023
Q3 		$201K Buy
1,231
+3
+0.2% +$522 ﹤0.01% 1081
2023
Q2 		$217K Buy
+1,228
New +$205K ﹤0.01% 1078

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

Lido Advisors's VTWG Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.16% in Q2 2026, buying an estimated $533 and bringing the position to 1,253 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Lido Advisors first reported a position in VTWG in Q2 2023 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Lido Advisors held 1,253 shares of Vanguard Russell 2000 Growth ETF worth $361K as of Q2 2026.
  • Lido Advisors bought 2 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $533.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1656 holding.
  • Lido Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.