VTWG β€” VANGUARD RUSSELL 2000 GROWTH ETF

Ownership history in Horizons Wealth Management  Β·  5 quarters on record

AI Ownership Summary

Horizons Wealth Management reported VANGUARD RUSSELL 2000 GROWTH ETF (VTWG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows VTWG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in VANGUARD RUSSELL 2000 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTWG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held VTWG β€” position size vs. price
% of Fund (quarterly)    VTWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 102 β€” 0% 0.02% $23K 2026-05-15 (Est.) $254.61
2025 Q4 UNCHANGED 102 β€” 0% 0.02% $24K 2026-01-05 $243.11
2025 Q3 UNCHANGED 102 β€” 0% 0.02% $24K 2025-10-03 $236.80
2025 Q2 UNCHANGED 102 β€” 0% 0.02% $21K 2025-07-07 $209.32
2025 Q1 INITIATED 102 β€” β€” 0.01% $19K 2025-04-10 $170.71

FAQ About Horizons Wealth Management and VTWG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning VTWG?

Horizons Wealth Management reported VTWG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VTWG position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for VTWG was 0.02% in 2025 Q3.

What is the latest reported VTWG position on this page?

The most recent filing on this page is 2026 Q1, when Horizons Wealth Management reported 102 shares, equal to 0.02% of portfolio, with an estimated market value of $23K.

What does the chart on this VTWG ownership page compare?

The chart compares Horizons Wealth Management's quarterly VTWG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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