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Wealthspire Advisors (New York)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-92
Closed -$21.5K – 2865
2025
Q3 		$21.5K Buy
+92
New +$20.3K ﹤0.01% 1646

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 $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTWG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2025, closing a stake of 92 shares — an estimated $21.5K sold.

Wealthspire Advisors (New York) first reported a position in VTWG in Q3 2025 and held it in 1 quarter. The position peaked at $21.5K in Q3 2025. 192 funds tracked by Wall St. Rank hold VTWG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 92 Vanguard Russell 2000 Growth ETF shares in Q4 2025, an estimated $21.5K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vanguard Russell 2000 Growth ETF position peaked at $21.5K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.