Sunbelt Securities’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Sunbelt Securities’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	$68.7K	Hold	300	–	–	﹤0.01%	945
2025 Q4	$70.8K	Hold	300	–	–	﹤0.01%	906
2025 Q3	$70.1K	Hold	300	–	–	﹤0.01%	919
2025 Q2	$63K	Hold	300	–	–	0.01%	886
2025 Q1	$55.9K	Hold	300	–	–	0.01%	878
2024 Q4	$63.1K	Hold	300	–	–	0.01%	884
2024 Q3	$62.2K	Hold	300	–	–	0.01%	883
2024 Q2	$57.3K	Hold	300	–	–	0.01%	870
2024 Q1	$59.1K	Hold	300	–	–	0.01%	837
2023 Q4	$55.1K	Hold	300	–	–	0.01%	796
2023 Q3	$48.9K	Hold	300	–	–	0.01%	809
2023 Q2	$52.9K	Hold	300	–	–	0.01%	781
2023 Q1	$48.6K	Buy	+300	New	+$49.9K	0.01%	754

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sunbelt Securities's VTWG Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q1 2026 at 300 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Sunbelt Securities first reported a position in VTWG in Q1 2023 and has held it in 13 quarters since. The position peaked at $70.8K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

Sunbelt Securities held 300 shares of Vanguard Russell 2000 Growth ETF worth $68.7K as of Q1 2026.
Sunbelt Securities left its Vanguard Russell 2000 Growth ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #945 holding.
Sunbelt Securities first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Russell 2000 Growth ETF position peaked at $70.8K in Q4 2025.
204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.