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

Powell 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
Q2 		$178K Hold
620
– – 0.06% 128
2026
Q1 		$142K Hold
620
– – 0.05% 143
2025
Q4 		$146K Hold
620
– – 0.05% 142
2025
Q3 		$145K Hold
620
– – 0.05% 145
2025
Q2 		$129K Hold
620
– – 0.05% 137
2025
Q1 		$116K Hold
620
– – 0.06% 124
2024
Q4 		$130K Hold
620
– – 0.06% 132
2024
Q3 		$128K Hold
620
– – 0.06% 127
2024
Q2 		$119K Hold
620
– – 0.06% 128
2024
Q1 		$122K Hold
620
– – 0.06% 125
2023
Q4 		$114K Buy
620
+220
+55% +$36.1K 0.06% 126
2023
Q3 		$65.2K Hold
400
– – 0.04% 124
2023
Q2 		$70.6K Hold
400
– – 0.04% 117
2023
Q1 		$66K Hold
400
– – 0.04% 118
2022
Q4 		$62.3K Buy
+400
New +$63.8K 0.04% 117

Other funds holding VTWG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Powell Investment Advisors's VTWG Position: Q2 2026 in Review

Powell Investment Advisors held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2026 at 620 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #128.

Powell Investment Advisors first reported a position in VTWG in Q4 2022 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Powell Investment Advisors held 620 shares of Vanguard Russell 2000 Growth ETF worth $178K as of Q2 2026.
  • Powell Investment Advisors left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Growth ETF made up 0.06% of Powell Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Powell Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 130 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.