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

WestHill Financial 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 		$11.9M Sell
41,503
-198
-0.5% -$52.7K 2.03% 11
2026
Q1 		$9.55M Buy
41,701
+705
+2% +$171K 1.83% 12
2025
Q4 		$9.67M Buy
40,996
+3
+0% +$713 1.84% 12
2025
Q3 		$9.58M Buy
40,993
+1,110
+3% +$245K 1.88% 12
2025
Q2 		$8.31M Buy
39,883
+84
+0.2% +$16.1K 1.76% 12
2025
Q1 		$7.42M Sell
39,799
-332
-0.8% -$68.4K 1.7% 13
2024
Q4 		$8.43M Buy
40,131
+649
+2% +$140K 1.89% 12
2024
Q3 		$8.18M Buy
39,482
+757
+2% +$151K 1.84% 12
2024
Q2 		$7.4M Buy
38,725
+27
+0.1% +$5.1K 1.8% 12
2024
Q1 		$7.63M Buy
38,698
+1,117
+3% +$208K 1.88% 11
2023
Q4 		$6.9M Buy
37,581
+708
+2% +$116K 1.83% 13
2023
Q3 		$6.01M Buy
36,873
+1,370
+4% +$239K 1.75% 14
2023
Q2 		$6.26M Buy
35,503
+358
+1% +$59.7K 1.77% 12
2023
Q1 		$5.8M Buy
35,145
+489
+1% +$81.3K 1.74% 13
2022
Q4 		$5.4M Sell
34,656
-32
-0.1% -$5.1K 1.72% 14
2022
Q3 		$5.22M Buy
34,688
+969
+3% +$159K 1.78% 13
2022
Q2 		$5.06M Buy
33,719
+1,316
+4% +$213K 1.67% 13
2022
Q1 		$6.03M Buy
32,403
+5,543
+21% +$1.03M 1.74% 14
2021
Q4 		$5.73M Buy
26,860
+962
+4% +$211K 1.62% 16
2021
Q3 		$5.54M Buy
+25,898
New +$5.66M 1.71% 15
2021
Q1 		$4.85M Sell
22,169
-2,825
-11% -$638K 1.72% 14
2020
Q4 		$5.21M Buy
+24,994
New +$4.64M 2.05% 10

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

WestHill Financial Advisors's VTWG Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 0.47% in Q2 2026, selling an estimated $52.7K and leaving 41,503 shares worth $11.9M. The position accounts for 2.03% of the portfolio, ranked #11.

WestHill Financial Advisors first reported a position in VTWG in Q4 2020 and has held it in 22 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • WestHill Financial Advisors held 41,503 shares of Vanguard Russell 2000 Growth ETF worth $11.9M as of Q2 2026.
  • WestHill Financial Advisors sold 198 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $52.7K.
  • Vanguard Russell 2000 Growth ETF made up 2.03% of WestHill Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.