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
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

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

Wealth Enhancement Advisory Services's VTWG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2026, closing a stake of 1,585 shares — an estimated $391K sold.

Wealth Enhancement Advisory Services first reported a position in VTWG in Q3 2023 and held it in 10 quarters. The position peaked at $411K in Q3 2024. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,585 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $391K.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Vanguard Russell 2000 Growth ETF position peaked at $411K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.