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Anderson Financial Strategies’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-743
Closed -$98.9K – 218
2025
Q1 		$98.9K Buy
743
+643
+643% +$91.5K 0.06% 80
2024
Q4 		$14.5K Buy
+100
New +$15K 0.01% 83

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Anderson Financial Strategies's VTWV Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025, closing a stake of 743 shares — an estimated $98.9K sold.

Anderson Financial Strategies first reported a position in VTWV in Q4 2024 and held it in 2 quarters. The position peaked at $98.9K in Q1 2025. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 743 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $98.9K.
  • Anderson Financial Strategies first reported a position in Vanguard Russell 2000 Value ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Vanguard Russell 2000 Value ETF position peaked at $98.9K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.