SAG
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SageView Advisory Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

SageView Advisory Group’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 		– Sell
-14
Closed -$3.3K – 2401
2025
Q4 		$3.3K Buy
+14
New +$3.33K ﹤0.01% 2081
2024
Q2 		– Sell
-6,547
Closed -$299K – 797
2024
Q1 		$299K Buy
+6,547
New +$1.22M 0.02% 416

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SageView Advisory Group's VTWG Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026, closing a stake of 14 shares — an estimated $3.3K sold.

SageView Advisory Group first reported a position in VTWG in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 14 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.3K.
  • SageView Advisory Group first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Vanguard Russell 2000 Growth ETF position peaked at $299K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.