Sound Income Strategies’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Sound Income Strategies’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	$15.6M	Buy	54,217 +7,637	+16%	+$2.03M	0.7%	52
2026 Q1	$10.7M	Buy	46,580 +8,219	+21%	+$2M	0.52%	67
2025 Q4	$9.79M	Buy	38,361 +14,612	+62%	+$3.47M	0.46%	69
2025 Q3	$5.67M	Buy	23,749 +10,498	+79%	+$2.31M	0.31%	86
2025 Q2	$2.76M	Buy	13,251 +8,706	+192%	+$1.67M	0.16%	114
2025 Q1	$847K	Buy	+4,545	New	+$937K	0.05%	160

Other funds holding VTWG

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Sound Income Strategies's VTWG Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 16% in Q2 2026, buying an estimated $2.03M and bringing the position to 54,217 shares worth $15.6M. The position accounts for 0.7% of the portfolio, ranked #52.

Sound Income Strategies first reported a position in VTWG in Q1 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Sound Income Strategies held 54,217 shares of Vanguard Russell 2000 Growth ETF worth $15.6M as of Q2 2026.
Sound Income Strategies bought 7,637 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.03M.
Vanguard Russell 2000 Growth ETF made up 0.7% of Sound Income Strategies's portfolio in Q2 2026, its #52 holding.
Sound Income Strategies first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.