Michels Family Financial’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Michels Family Financial’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	$632K	Sell	2,759 -18	-0.6%	-$4.37K	0.46%	73
2025 Q4	$655K	Sell	2,777 -4	-0.1%	-$950	0.48%	67
2025 Q3	$650K	Sell	2,781 -114	-4%	-$25.1K	0.51%	61
2025 Q2	$604K	Sell	2,895 -8	-0.3%	-$1.54K	0.51%	66
2025 Q1	$541K	Sell	2,903 -23	-0.8%	-$4.74K	0.49%	71
2024 Q4	$615K	Buy	+2,926	New	+$631K	0.56%	59

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 $902M AUM 21.74% 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 $21.8B AUM 28.57% 1-Year Est. Return

Michels Family Financial's VTWG Position: Q1 2026 in Review

Michels Family Financial reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.65% in Q1 2026, selling an estimated $4.37K and leaving 2,759 shares worth $632K. The position accounts for 0.46% of the portfolio, ranked #73.

Michels Family Financial first reported a position in VTWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $655K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Michels Family Financial held 2,759 shares of Vanguard Russell 2000 Growth ETF worth $632K as of Q1 2026.
Michels Family Financial sold 18 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $4.37K.
Vanguard Russell 2000 Growth ETF made up 0.46% of Michels Family Financial's portfolio in Q1 2026, its #73 holding.
Michels Family Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Vanguard Russell 2000 Growth ETF position peaked at $655K in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.