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Moneta Group Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Moneta Group Investment Advisors’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 		$789K Sell
3,446
-90
-3% -$21.9K 0.01% 406
2025
Q4 		$834K Buy
3,536
+2
+0.1% +$475 0.01% 389
2025
Q3 		$826K Buy
3,534
+91
+3% +$20.1K 0.01% 388
2025
Q2 		$718K Buy
3,443
+1
+0% +$192 0.01% 361
2025
Q1 		$641K Buy
3,442
+1
+0% +$206 0.01% 362
2024
Q4 		$723K Sell
3,441
-114
-3% -$24.6K 0.01% 326
2024
Q3 		$737K Buy
3,555
+1
+0% +$199 0.01% 324
2024
Q2 		$679K Hold
3,554
– – 0.01% 330
2024
Q1 		$701K Buy
3,554
+1,815
+104% +$337K 0.01% 319
2023
Q4 		$319K Buy
1,739
+1
+0.1% +$164 0.01% 432
2023
Q3 		$283K Buy
1,738
+87
+5% +$15.2K 0.01% 418
2023
Q2 		$291K Hold
1,651
– – 0.01% 430
2023
Q1 		$272K Buy
+1,651
New +$275K 0.01% 439
2022
Q3 		– Sell
-3,040
Closed -$456K – 469
2022
Q2 		$456K Buy
3,040
+852
+39% +$138K 0.02% 311
2022
Q1 		$407K Buy
2,188
+754
+53% +$140K 0.02% 317
2021
Q4 		$306K Buy
+1,434
New +$315K 0.01% 377

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

Moneta Group Investment Advisors's VTWG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 2.5% in Q1 2026, selling an estimated $21.9K and leaving 3,446 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #406.

Moneta Group Investment Advisors first reported a position in VTWG in Q4 2021 and has held it in 16 quarters since. The position peaked at $834K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Moneta Group Investment Advisors held 3,446 shares of Vanguard Russell 2000 Growth ETF worth $789K as of Q1 2026.
  • Moneta Group Investment Advisors sold 90 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $21.9K.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #406 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Vanguard Russell 2000 Growth ETF position peaked at $834K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.