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LJI Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

LJI Wealth Management’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 		$9.07M Sell
31,517
-2,216
-7% -$590K 1.27% 12
2026
Q1 		$7.73M Buy
33,733
+544
+2% +$132K 1.23% 12
2025
Q4 		$7.83M Sell
33,189
-4,022
-11% -$955K 1.19% 14
2025
Q3 		$8.7M Sell
37,211
-34,737
-48% -$7.65M 1.52% 12
2025
Q2 		$15M Buy
71,948
+12,004
+20% +$2.31M 2.61% 9
2025
Q1 		$11.2M Buy
59,944
+2,332
+4% +$481K 2.22% 11
2024
Q4 		$12.1M Sell
57,612
-4,107
-7% -$886K 2.38% 11
2024
Q3 		$12.8M Buy
61,719
+2,230
+4% +$445K 2.61% 11
2024
Q2 		$11.4M Buy
+59,489
New +$11.2M 2.51% 11
2024
Q1 		– Sell
-54,773
Closed -$10.1M – 177
2023
Q4 		$10.1M Buy
54,773
+1,057
+2% +$173K 2.6% 11
2023
Q3 		$8.76M Buy
53,716
+2,421
+5% +$422K 2.52% 11
2023
Q2 		$9.05M Buy
51,295
+1,182
+2% +$197K 2.63% 10
2023
Q1 		$8.27M Buy
50,113
+2,364
+5% +$393K 2.61% 10
2022
Q4 		$7.43M Buy
+47,749
New +$7.61M 2.61% 10

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

LJI Wealth Management's VTWG Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 6.6% in Q2 2026, selling an estimated $590K and leaving 31,517 shares worth $9.07M. The position accounts for 1.27% of the portfolio, ranked #12.

LJI Wealth Management first reported a position in VTWG in Q4 2022 and has held it in 14 quarters since. The position peaked at $15M in Q2 2025. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • LJI Wealth Management held 31,517 shares of Vanguard Russell 2000 Growth ETF worth $9.07M as of Q2 2026.
  • LJI Wealth Management sold 2,216 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $590K.
  • Vanguard Russell 2000 Growth ETF made up 1.27% of LJI Wealth Management's portfolio in Q2 2026, its #12 holding.
  • LJI Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $15M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.