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

Peak Financial 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 		$202K Hold
884
– – 0.05% 99
2025
Q4 		$209K Hold
884
– – 0.05% 97
2025
Q3 		$207K Buy
+884
New +$195K 0.05% 99
2015
Q4 		$6.69M Buy
+65,566
New +$6.75M 3.06% 14

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

Peak Financial Management's VTWG Position: Q1 2026 in Review

Peak Financial Management held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 884 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #99.

Peak Financial Management first reported a position in VTWG in Q4 2015 and has held it in 4 quarters since. The position peaked at $6.69M in Q4 2015. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Peak Financial Management held 884 shares of Vanguard Russell 2000 Growth ETF worth $202K as of Q1 2026.
  • Peak Financial Management left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 Growth ETF made up 0.05% of Peak Financial Management's portfolio in Q1 2026, its #99 holding.
  • Peak Financial Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2015 and has held it in 4 quarters since.
  • Peak Financial Management's Vanguard Russell 2000 Growth ETF position peaked at $6.69M in Q4 2015.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.