Wealth Enhancement Advisory Services
VTWG icon

Wealth Enhancement Advisory Services’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$573K Buy
+2,221
New +$612K ﹤0.01% 2679
2026
Q1 		– Sell
-1,585
Closed -$391K – 3883
2025
Q4 		$391K Hold
1,585
– – ﹤0.01% 2679
2025
Q3 		$375K Buy
1,585
+2
+0.1% +$441 ﹤0.01% 2597
2025
Q2 		$338K Sell
1,583
-278
-15% -$53.4K ﹤0.01% 2552
2025
Q1 		$347K Buy
1,861
+45
+2% +$9.27K ﹤0.01% 2329
2024
Q4 		$382K Sell
1,816
-167
-8% -$36K ﹤0.01% 2189
2024
Q3 		$411K Buy
1,983
+316
+19% +$63K ﹤0.01% 1960
2024
Q2 		$318K Buy
1,667
+30
+2% +$5.67K ﹤0.01% 1942
2024
Q1 		$323K Buy
1,637
+266
+19% +$49.4K ﹤0.01% 1872
2023
Q4 		$252K Sell
1,371
-63
-4% -$10.3K ﹤0.01% 1947
2023
Q3 		$234K Buy
+1,434
New +$250K ﹤0.01% 1905

Other funds holding VTWG

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTWG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2026: 2,221 shares worth $573K. The stake represents ﹤0.01% of the portfolio and ranks #2679 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in VTWG as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in VTWG in Q3 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,221 shares of Vanguard Russell 2000 Growth ETF worth $573K as of Q3 2026.
  • Vanguard Russell 2000 Growth ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2679 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.