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SOA Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

SOA Wealth 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 		– Sell
-112
Closed -$26.4K – 892
2025
Q4 		$26.4K Hold
112
– – ﹤0.01% 458
2025
Q3 		$26.2K Hold
112
– – ﹤0.01% 472
2025
Q2 		$23.3K Hold
112
– – ﹤0.01% 479
2025
Q1 		$20.9K Hold
112
– – ﹤0.01% 466
2024
Q4 		$23.5K Hold
112
– – ﹤0.01% 430
2024
Q3 		$23.2K Hold
112
– – ﹤0.01% 430
2024
Q2 		$21.4K Hold
112
– – ﹤0.01% 430
2024
Q1 		$22.1K Buy
+112
New +$20.8K ﹤0.01% 432

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
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
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

SOA Wealth Advisors's VTWG Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026, closing a stake of 112 shares — an estimated $26.4K sold.

SOA Wealth Advisors first reported a position in VTWG in Q1 2024 and held it in 8 quarters. The position peaked at $26.4K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 112 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $26.4K.
  • SOA Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2024 and held it in 8 quarters.
  • SOA Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $26.4K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.