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

Valeo Financial Advisors’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 		$325K Buy
1,131
+16
+1% +$4.26K 0.01% 599
2026
Q1 		$255K Hold
1,115
– – 0.01% 613
2025
Q4 		$263K Hold
1,115
– – 0.01% 671
2025
Q3 		$261K Hold
1,115
– – 0.01% 658
2025
Q2 		$232K Hold
1,115
– – 0.01% 659
2025
Q1 		$208K Sell
1,115
-376
-25% -$77.5K 0.01% 633
2024
Q4 		$313K Buy
1,491
+365
+32% +$78.7K 0.01% 526
2024
Q3 		$233K Buy
1,126
+11
+1% +$2.19K 0.01% 609
2024
Q2 		$213K Hold
1,115
– – 0.01% 597
2024
Q1 		$204K Hold
1,115
– – 0.01% 608
2023
Q4 		$205K Buy
+1,115
New +$183K 0.01% 589

Other funds holding VTWG

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's VTWG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 1.4% in Q2 2026, buying an estimated $4.26K and bringing the position to 1,131 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #599.

Valeo Financial Advisors first reported a position in VTWG in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Valeo Financial Advisors held 1,131 shares of Vanguard Russell 2000 Growth ETF worth $325K as of Q2 2026.
  • Valeo Financial Advisors bought 16 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.26K.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #599 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.