Systelligence LLC’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Systelligence LLC’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	$19.5M	Sell	67,915 -6,093	-8%	-$1.62M	3.26%	10
2026 Q1	$17M	Buy	74,008 +1,184	+2%	+$288K	3.3%	4
2025 Q4	$17.2M	Buy	+72,824	New	+$17.3M	3.27%	11

Other funds holding VTWG

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return