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

PlanVest 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 		$87.7K Hold
305
– – 0.06% 166
2026
Q1 		$69.9K Buy
+305
New +$74.1K 0.05% 171

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

PlanVest Financial's VTWG Position: Q2 2026 in Review

PlanVest Financial held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2026 at 305 shares worth $87.7K. The position accounts for 0.06% of the portfolio, ranked #166.

PlanVest Financial first reported a position in VTWG in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • PlanVest Financial held 305 shares of Vanguard Russell 2000 Growth ETF worth $87.7K as of Q2 2026.
  • PlanVest Financial left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Growth ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #166 holding.
  • PlanVest Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.