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

Clearwater Capital 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
2021 Q4	–	Sell	-1,573	Closed	-$221K	–	175
2021 Q3	$221K	Hold	1,573	–	–	0.03%	159
2021 Q2	$229K	Hold	1,573	–	–	0.03%	160
2021 Q1	$220K	Sell	1,573 -227	-13%	-$30.1K	0.03%	156
2020 Q4	$208K	Buy	+1,800	New	+$186K	0.03%	147

Other funds holding VTWV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Clearwater Capital Advisors's VTWV Position: Q4 2021 in Review

Clearwater Capital Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2021, closing a stake of 1,573 shares — an estimated $221K sold.

Clearwater Capital Advisors first reported a position in VTWV in Q4 2020 and held it in 4 quarters. The position peaked at $229K in Q2 2021. 118 funds tracked by Wall St. Rank hold VTWV as of Q4 2021.

Clearwater Capital Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
Clearwater Capital Advisors sold 1,573 Vanguard Russell 2000 Value ETF shares in Q4 2021, an estimated $221K.
Clearwater Capital Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and held it in 4 quarters.
Clearwater Capital Advisors's Vanguard Russell 2000 Value ETF position peaked at $229K in Q2 2021.
118 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2021.

Based on Clearwater Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.