Cetera Investment Advisers
VTWV icon

Cetera Investment Advisers’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Cetera Investment Advisers’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 		$6.31M Sell
32,275
-1,337
-4% -$247K 0.01% 1450
2026
Q1 		$5.62M Sell
33,612
-1
-0% -$171 0.01% 1430
2025
Q4 		$5.38M Sell
33,613
-601
-2% -$95.1K 0.01% 1418
2025
Q3 		$5.33M Sell
34,214
-2,382
-7% -$355K 0.01% 1362
2025
Q2 		$5.09M Buy
36,596
+436
+1% +$57.2K 0.01% 1178
2025
Q1 		$4.81M Buy
36,160
+5,948
+20% +$847K 0.01% 1143
2024
Q4 		$4.37M Buy
30,212
+1,924
+7% +$290K 0.01% 1111
2024
Q3 		$4.16M Buy
28,288
+1,874
+7% +$268K 0.01% 1105
2024
Q2 		$3.54M Buy
26,414
+2,212
+9% +$298K 0.01% 1191
2024
Q1 		$3.38M Buy
+24,202
New +$3.22M 0.01% 1205

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

Cetera Investment Advisers's VTWV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 4% in Q2 2026, selling an estimated $247K and leaving 32,275 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #1450.

Cetera Investment Advisers first reported a position in VTWV in Q1 2024 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Cetera Investment Advisers held 32,275 shares of Vanguard Russell 2000 Value ETF worth $6.31M as of Q2 2026.
  • Cetera Investment Advisers sold 1,337 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1450 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.