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

Waverly 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 		$248K Buy
+862
New +$230K ﹤0.01% 1517

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Waverly Advisors's VTWG Position: Q2 2026 in Review

Waverly Advisors opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 862 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Waverly Advisors held 862 shares of Vanguard Russell 2000 Growth ETF worth $248K as of Q2 2026.
  • Vanguard Russell 2000 Growth ETF was a new Waverly Advisors position in Q2 2026.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1517 holding.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.