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Atomi Financial Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Atomi Financial Group’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
2026
Q2 		$366K Hold
1,874
– – 0.01% 930
2026
Q1 		$313K Hold
1,874
– – 0.01% 927
2025
Q4 		$300K Hold
1,874
– – 0.01% 936
2025
Q3 		$292K Buy
1,874
+7
+0.4% +$1.04K 0.01% 899
2025
Q2 		$260K Buy
1,867
+6
+0.3% +$787 0.01% 896
2025
Q1 		$248K Buy
1,861
+40
+2% +$5.69K 0.01% 868
2024
Q4 		$263K Buy
+1,821
New +$274K 0.01% 784

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Atomi Financial Group's VTWV Position: Q2 2026 in Review

Atomi Financial Group held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 1,874 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #930.

Atomi Financial Group first reported a position in VTWV in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Atomi Financial Group held 1,874 shares of Vanguard Russell 2000 Value ETF worth $366K as of Q2 2026.
  • Atomi Financial Group left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #930 holding.
  • Atomi Financial Group first reported a position in Vanguard Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.