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 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 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

LJI Wealth Management's VTWG Position: Q1 2026 in Review

LJI Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.6% in Q1 2026, buying an estimated $132K and bringing the position to 33,733 shares worth $7.73M. The position accounts for 1.23% of the portfolio, ranked #12.

LJI Wealth Management first reported a position in VTWG in Q4 2022 and has held it in 13 quarters since. The position peaked at $15M in Q2 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

LJI Wealth Management held 33,733 shares of Vanguard Russell 2000 Growth ETF worth $7.73M as of Q1 2026.
LJI Wealth Management bought 544 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $132K.
Vanguard Russell 2000 Growth ETF made up 1.23% of LJI Wealth Management's portfolio in Q1 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 13 quarters since.
LJI Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $15M in Q2 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.