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Vance Wealth’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Vance Wealth’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 		$964K Buy
4,209
+14
+0.3% +$3.4K 0.28% 54
2025
Q4 		$990K Sell
4,195
-254
-6% -$60.3K 0.29% 50
2025
Q3 		$1.04M Buy
4,449
+15
+0.3% +$3.31K 0.32% 52
2025
Q2 		$924K Buy
4,434
+1,824
+70% +$351K 0.31% 54
2025
Q1 		$486K Buy
2,610
+549
+27% +$113K 0.18% 64
2024
Q4 		$433K Buy
2,061
+4
+0.2% +$863 0.17% 63
2024
Q3 		$426K Sell
2,057
-16
-0.8% -$3.19K 0.16% 63
2024
Q2 		$396K Sell
2,073
-19
-0.9% -$3.59K 0.16% 63
2024
Q1 		$412K Sell
2,092
-118
-5% -$21.9K 0.16% 59
2023
Q4 		$406K Sell
2,210
-222
-9% -$36.4K 0.18% 53
2023
Q3 		$397K Sell
2,432
-119
-5% -$20.7K 0.19% 53
2023
Q2 		$450K Buy
2,551
+14
+0.6% +$2.33K 0.2% 51
2023
Q1 		$419K Sell
2,537
-138
-5% -$23K 0.23% 47
2022
Q4 		$417K Sell
2,675
-414
-13% -$66K 0.26% 46
2022
Q3 		$465K Buy
3,089
+1,357
+78% +$222K 0.36% 34
2022
Q2 		$260K Buy
+1,732
New +$281K 0.2% 51

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

Vance Wealth's VTWG Position: Q1 2026 in Review

Vance Wealth increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.33% in Q1 2026, buying an estimated $3.4K and bringing the position to 4,209 shares worth $964K. The position accounts for 0.28% of the portfolio, ranked #54.

Vance Wealth first reported a position in VTWG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q3 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Vance Wealth held 4,209 shares of Vanguard Russell 2000 Growth ETF worth $964K as of Q1 2026.
  • Vance Wealth bought 14 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.4K.
  • Vanguard Russell 2000 Growth ETF made up 0.28% of Vance Wealth's portfolio in Q1 2026, its #54 holding.
  • Vance Wealth first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Vance Wealth's Vanguard Russell 2000 Growth ETF position peaked at $1.04M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.