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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
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

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

Modera Wealth Management increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.15% in Q1 2026, buying an estimated $729 and bringing the position to 2,029 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #446.

Modera Wealth Management first reported a position in VTWG in Q4 2022 and has held it in 14 quarters since. The position peaked at $478K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Modera Wealth Management held 2,029 shares of Vanguard Russell 2000 Growth ETF worth $465K as of Q1 2026.
  • Modera Wealth Management bought 3 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $729.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #446 holding.
  • Modera Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Modera Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $478K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.