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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
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