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WealthShield Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

WealthShield Partners’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 		$422K Sell
1,845
-345
-16% -$83.8K 0.05% 255
2025
Q4 		$517K Buy
2,190
+466
+27% +$111K 0.06% 239
2025
Q3 		$403K Buy
1,724
+1,650
+2,230% +$364K 0.05% 254
2025
Q2 		$15.5K Hold
74
– – ﹤0.01% 481
2025
Q1 		$13.8K Hold
74
– – ﹤0.01% 471
2024
Q4 		$15.6K Hold
74
– – ﹤0.01% 432
2024
Q3 		$15.4K Hold
74
– – ﹤0.01% 437
2024
Q2 		$14.2K Hold
74
– – ﹤0.01% 413
2024
Q1 		$14.6K Buy
74
+64
+640% +$11.9K ﹤0.01% 411
2023
Q4 		$1.84K Hold
10
– – ﹤0.01% 464
2023
Q3 		$1.63K Sell
10
-7
-41% -$1.22K ﹤0.01% 471
2023
Q2 		$3K Buy
17
+7
+70% +$1.17K ﹤0.01% 472
2023
Q1 		$1.65K Buy
+10
New +$1.66K ﹤0.01% 476

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

WealthShield Partners's VTWG Position: Q1 2026 in Review

WealthShield Partners reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 16% in Q1 2026, selling an estimated $83.8K and leaving 1,845 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #255.

WealthShield Partners first reported a position in VTWG in Q1 2023 and has held it in 13 quarters since. The position peaked at $517K in Q4 2025. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • WealthShield Partners held 1,845 shares of Vanguard Russell 2000 Growth ETF worth $422K as of Q1 2026.
  • WealthShield Partners sold 345 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $83.8K.
  • Vanguard Russell 2000 Growth ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #255 holding.
  • WealthShield Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • WealthShield Partners's Vanguard Russell 2000 Growth ETF position peaked at $517K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.