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 Q3	$534K	Buy	2,050 +18	+0.9%	+$4.96K	0.01%	455
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Modera Wealth Management's VTWG Position: Q3 2026 in Review

Modera Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.89% in Q3 2026, buying an estimated $4.96K and bringing the position to 2,050 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #455.

Modera Wealth Management first reported a position in VTWG in Q4 2022 and has held it in 16 quarters since. The position peaked at $585K in Q2 2026. 85 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

Modera Wealth Management held 2,050 shares of Vanguard Russell 2000 Growth ETF worth $534K as of Q3 2026.
Modera Wealth Management bought 18 Vanguard Russell 2000 Growth ETF shares in Q3 2026, an estimated $4.96K.
Vanguard Russell 2000 Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #455 holding.
Modera Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
Modera Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $585K in Q2 2026.
85 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.