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Nvest Financial’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Nvest Financial’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 		$7.8M Buy
27,103
+2,256
+9% +$601K 2.47% 7
2026
Q1 		$5.69M Buy
24,847
+21,910
+746% +$5.32M 2.12% 13
2025
Q4 		$693K Buy
+2,937
New +$698K 0.29% 70

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

Nvest Financial's VTWG Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 9.1% in Q2 2026, buying an estimated $601K and bringing the position to 27,103 shares worth $7.8M. The position accounts for 2.47% of the portfolio, ranked #7.

Nvest Financial first reported a position in VTWG in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Nvest Financial held 27,103 shares of Vanguard Russell 2000 Growth ETF worth $7.8M as of Q2 2026.
  • Nvest Financial bought 2,256 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $601K.
  • Vanguard Russell 2000 Growth ETF made up 2.47% of Nvest Financial's portfolio in Q2 2026, its #7 holding.
  • Nvest Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.