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

Modera 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	$585K	Buy	2,032 +3	+0.1%	+$799	0.01%	431
2026 Q1	$465K	Buy	2,029 +3	+0.1%	+$729	0.01%	446
2025 Q4	$478K	Buy	2,026 +5	+0.2%	+$1.19K	0.01%	462
2025 Q3	$472K	Buy	2,021 +3	+0.1%	+$661	0.01%	466
2025 Q2	$421K	Buy	2,018 +3	+0.1%	+$577	0.01%	478
2025 Q1	$375K	Buy	2,015 +3	+0.1%	+$618	0.01%	476
2024 Q4	$423K	Buy	2,012 +4	+0.2%	+$863	0.01%	465
2024 Q3	$416K	Buy	2,008 +4	+0.2%	+$798	0.01%	439
2024 Q2	$383K	Hold	2,004	–	–	0.01%	436
2024 Q1	$395K	Buy	2,004 +3	+0.1%	+$558	0.01%	428
2023 Q4	$367K	Buy	2,001 +5	+0.3%	+$820	0.01%	428
2023 Q3	$325K	Buy	1,996 +5	+0.3%	+$871	0.01%	436
2023 Q2	$351K	Hold	1,991	–	–	0.01%	443
2023 Q1	$329K	Hold	1,991	–	–	0.01%	275
2022 Q4	$310K	Buy	+1,991	New	+$317K	0.01%	280

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Modera Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.15% in Q2 2026, buying an estimated $799 and bringing the position to 2,032 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #431.

Modera Wealth Management first reported a position in VTWG in Q4 2022 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Modera Wealth Management held 2,032 shares of Vanguard Russell 2000 Growth ETF worth $585K as of Q2 2026.
Modera Wealth Management bought 3 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $799.
Vanguard Russell 2000 Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #431 holding.
Modera Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.