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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
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 $1.37T 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SageView Advisory Group's VTWG Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2025: 14 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #2081 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VTWG as recently as Q1 2024.

SageView Advisory Group first reported a position in VTWG in Q1 2024 and has held it in 2 quarters since. The position peaked at $299K in Q1 2024. 192 funds tracked by Wall St. Rank hold VTWG as of Q4 2025.

  • SageView Advisory Group held 14 shares of Vanguard Russell 2000 Growth ETF worth $3.3K as of Q4 2025.
  • Vanguard Russell 2000 Growth ETF was a new SageView Advisory Group position in Q4 2025.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2081 holding.
  • SageView Advisory Group first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Vanguard Russell 2000 Growth ETF position peaked at $299K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.