Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-8,713
Closed -$1.46M – 4105
2026
Q1 		$1.46M Buy
8,713
+184
+2% +$31.4K ﹤0.01% 1851
2025
Q4 		$1.36M Buy
8,529
+122
+1% +$19.3K ﹤0.01% 1860
2025
Q3 		$1.31M Sell
8,407
-556
-6% -$82.8K ﹤0.01% 1843
2025
Q2 		$1.25M Buy
8,963
+177
+2% +$23.2K ﹤0.01% 1783
2025
Q1 		$1.17M Sell
8,786
-282
-3% -$40.1K ﹤0.01% 1736
2024
Q4 		$1.31M Sell
9,068
-172
-2% -$25.9K ﹤0.01% 1656
2024
Q3 		$1.36M Buy
9,240
+157
+2% +$22.5K ﹤0.01% 1629
2024
Q2 		$1.22M Buy
9,083
+110
+1% +$14.8K ﹤0.01% 1625
2024
Q1 		$1.25M Sell
8,973
-237
-3% -$31.6K ﹤0.01% 1577
2023
Q4 		$1.26M Sell
9,210
-304
-3% -$37.1K 0.01% 1494
2023
Q3 		$1.14M Buy
9,514
+1,338
+16% +$169K 0.01% 1483
2023
Q2 		$1.01M Sell
8,176
-86
-1% -$10.2K ﹤0.01% 1606
2023
Q1 		$996K Buy
8,262
+5,550
+205% +$705K ﹤0.01% 1580
2022
Q4 		$330K Buy
+2,712
New +$336K ﹤0.01% 2360
2021
Q1 		– Sell
-9,896
Closed -$1.14M – 2998
2020
Q4 		$1.14M Buy
+9,896
New +$1.02M 0.01% 1218

Other funds holding VTWV

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Cambridge Investment Research Advisors's VTWV Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026, closing a stake of 8,713 shares — an estimated $1.46M sold.

Cambridge Investment Research Advisors first reported a position in VTWV in Q4 2020 and held it in 15 quarters. The position peaked at $1.46M in Q1 2026. 61 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,713 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $1.46M.
  • Cambridge Investment Research Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Vanguard Russell 2000 Value ETF position peaked at $1.46M in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.