Winter & Associates’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Winter & Associates’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	$217K	Buy	+756	New	+$201K	0.16%	75

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Winter & Associates's VTWG Position: Q2 2026 in Review

Winter & Associates opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 756 shares worth $217K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings.

222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Winter & Associates held 756 shares of Vanguard Russell 2000 Growth ETF worth $217K as of Q2 2026.
Vanguard Russell 2000 Growth ETF was a new Winter & Associates position in Q2 2026.
Vanguard Russell 2000 Growth ETF made up 0.16% of Winter & Associates's portfolio in Q2 2026, its #75 holding.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.