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

Zhang Financial’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	$314K	Hold	1,093	–	–	0.01%	327
2026 Q1	$250K	Hold	1,093	–	–	0.01%	329
2025 Q4	$258K	Hold	1,093	–	–	0.01%	296
2025 Q3	$256K	Buy	+1,093	New	+$241K	0.01%	276
2025 Q2	–	Sell	-1,093	Closed	-$204K	–	314
2025 Q1	$204K	Hold	1,093	–	–	0.01%	292
2024 Q4	$230K	Buy	+1,093	New	+$236K	0.01%	266

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

Zhang Financial's VTWG Position: Q2 2026 in Review

Zhang Financial held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2026 at 1,093 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #327.

Zhang Financial first reported a position in VTWG in Q4 2024 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Zhang Financial held 1,093 shares of Vanguard Russell 2000 Growth ETF worth $314K as of Q2 2026.
Zhang Financial left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 Growth ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #327 holding.
Zhang Financial first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.