AIP
VTWV icon

Ahrens Investment Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Ahrens Investment Partners’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2.84K Buy
+24
New +$3.05K ﹤0.01% 847
2022
Q3 		– Sell
-21
Closed -$3K – 902
2022
Q2 		$3K Buy
21
+12
+133% +$1.57K ﹤0.01% 850
2022
Q1 		$1K Buy
+9
New +$1.26K ﹤0.01% 1012

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ahrens Investment Partners's VTWV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q1 2023: 24 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VTWV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VTWV in Q1 2022 and has held it in 3 quarters since. The position peaked at $3K in Q2 2022. 137 funds tracked by Wall St. Rank hold VTWV as of Q1 2023.

  • Ahrens Investment Partners held 24 shares of Vanguard Russell 2000 Value ETF worth $2.84K as of Q1 2023.
  • Vanguard Russell 2000 Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #847 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Ahrens Investment Partners's Vanguard Russell 2000 Value ETF position peaked at $3K in Q2 2022.
  • 137 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.