Plante Moran Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Plante Moran Financial 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	$131K	Buy	+572	New	+$139K	0.01%	201
2023 Q1	–	Sell	-269	Closed	-$41.9K	–	914
2022 Q4	$41.9K	Sell	269 -12	-4%	-$1.91K	0.01%	336
2022 Q3	$42K	Hold	281	–	–	0.01%	339
2022 Q2	$42K	Hold	281	–	–	0.01%	339
2022 Q1	$52K	Hold	281	–	–	0.01%	330
2021 Q4	$60K	Hold	281	–	–	0.01%	326
2021 Q3	$60K	Hold	281	–	–	0.01%	353
2021 Q2	$64K	Sell	281 -98	-26%	-$21.5K	0.02%	322
2021 Q1	$83K	Sell	379 -67	-15%	-$15.1K	0.02%	277
2020 Q4	$93K	Hold	446	–	–	0.03%	263
2020 Q3	$72K	Hold	446	–	–	0.03%	267
2020 Q2	$67K	Hold	446	–	–	0.03%	257
2020 Q1	$51K	Sell	446 -32	-7%	-$4.62K	0.02%	252
2019 Q4	$74K	Sell	478 -5	-1%	-$738	0.03%	262
2019 Q3	$68K	Buy	+483	New	+$69.6K	0.02%	294

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Plante Moran Financial Advisors's VTWG Position: Q1 2026 in Review

Plante Moran Financial Advisors opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026: 572 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VTWG as recently as Q4 2022.

Plante Moran Financial Advisors first reported a position in VTWG in Q3 2019 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Plante Moran Financial Advisors held 572 shares of Vanguard Russell 2000 Growth ETF worth $131K as of Q1 2026.
Vanguard Russell 2000 Growth ETF was a new Plante Moran Financial Advisors position in Q1 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #201 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2019 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.