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

Summit 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
Q1 		$2.64M Buy
11,532
+171
+2% +$41.5K 0.03% 499
2025
Q4 		$2.68M Sell
11,361
-118
-1% -$28K 0.04% 414
2025
Q3 		$2.68M Buy
+11,479
New +$2.53M 0.04% 404

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

Summit Financial's VTWG Position: Q1 2026 in Review

Summit Financial increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.5% in Q1 2026, buying an estimated $41.5K and bringing the position to 11,532 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #499.

Summit Financial first reported a position in VTWG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.68M in Q3 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Summit Financial held 11,532 shares of Vanguard Russell 2000 Growth ETF worth $2.64M as of Q1 2026.
  • Summit Financial bought 171 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $41.5K.
  • Vanguard Russell 2000 Growth ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #499 holding.
  • Summit Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Vanguard Russell 2000 Growth ETF position peaked at $2.68M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.