Stifel Financial
VTWG icon

Stifel Financial’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Stifel Financial’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 		$8.4M Buy
29,201
+7,713
+36% +$2.05M 0.01% 1118
2026
Q1 		$4.92M Buy
21,488
+1,189
+6% +$289K ﹤0.01% 1363
2025
Q4 		$4.79M Buy
20,299
+4,535
+29% +$1.08M ﹤0.01% 1361
2025
Q3 		$3.69M Buy
15,764
+59
+0.4% +$13K ﹤0.01% 1471
2025
Q2 		$3.27M Buy
15,705
+290
+2% +$55.8K ﹤0.01% 1497
2025
Q1 		$2.87M Sell
15,415
-17
-0.1% -$3.5K ﹤0.01% 1507
2024
Q4 		$3.24M Buy
15,432
+6,392
+71% +$1.38M ﹤0.01% 1456
2024
Q3 		$1.87M Buy
9,040
+4,350
+93% +$868K ﹤0.01% 1820
2024
Q2 		$896K Buy
4,690
+97
+2% +$18.3K ﹤0.01% 2239
2024
Q1 		$905K Buy
4,593
+401
+10% +$74.5K ﹤0.01% 2242
2023
Q4 		$769K Sell
4,192
-6,766
-62% -$1.11M ﹤0.01% 2300
2023
Q3 		$1.79M Sell
10,958
-472
-4% -$82.2K ﹤0.01% 1671
2023
Q2 		$2.02M Buy
11,430
+744
+7% +$124K ﹤0.01% 1617
2023
Q1 		$1.77M Buy
+10,686
New +$1.78M ﹤0.01% 1655
2019
Q1 		– Sell
-7,031
Closed -$863K – 2861
2018
Q4 		$863K Buy
7,031
+396
+6% +$53.6K ﹤0.01% 1629
2018
Q3 		$1.04M Buy
+6,635
New +$1.03M ﹤0.01% 1647

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Stifel Financial's VTWG Position: Q2 2026 in Review

Stifel Financial increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 36% in Q2 2026, buying an estimated $2.05M and bringing the position to 29,201 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #1118.

Stifel Financial first reported a position in VTWG in Q3 2018 and has held it in 16 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Stifel Financial held 29,201 shares of Vanguard Russell 2000 Growth ETF worth $8.4M as of Q2 2026.
  • Stifel Financial bought 7,713 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.05M.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1118 holding.
  • Stifel Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2018 and has held it in 16 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.