CAL
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Capital Advisors Ltd’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Capital Advisors Ltd’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
2024
Q1 		– Sell
-369
Closed -$50K – 1564
2023
Q4 		$50K Hold
369
– – 0.01% 421
2023
Q3 		$44K Hold
369
– – 0.01% 437
2023
Q2 		$46K Hold
369
– – 0.01% 440
2023
Q1 		$44K Hold
369
– – 0.01% 385
2022
Q4 		$45K Hold
369
– – 0.01% 383
2022
Q3 		$42K Hold
369
– – 0.01% 378
2022
Q2 		$44K Hold
369
– – 0.01% 367
2022
Q1 		$52K Hold
369
– – 0.01% 366
2021
Q4 		$54K Hold
369
– – 0.01% 350
2021
Q3 		$52K Hold
369
– – 0.01% 321
2021
Q2 		$54K Hold
369
– – 0.01% 312
2021
Q1 		$52K Buy
+369
New +$48.8K 0.01% 291

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return