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

Mission 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 		$227K Buy
+791
New +$211K ﹤0.01% 987
2026
Q1 		– Sell
-1,007
Closed -$238K – 783
2025
Q4 		$238K Sell
1,007
-968
-49% -$230K ﹤0.01% 654
2025
Q3 		$462K Sell
1,975
-4,205
-68% -$927K 0.01% 508
2025
Q2 		$1.29M Buy
+6,180
New +$1.19M 0.03% 282

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

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

Mission Wealth Management opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 791 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in VTWG as recently as Q4 2025.

Mission Wealth Management first reported a position in VTWG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2025. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Mission Wealth Management held 791 shares of Vanguard Russell 2000 Growth ETF worth $227K as of Q2 2026.
  • Vanguard Russell 2000 Growth ETF was a new Mission Wealth Management position in Q2 2026.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #987 holding.
  • Mission Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $1.29M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.