Congress Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Congress Wealth Management’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
2025 Q2	$7.55M	Buy	54,256 +107	+0.2%	+$14K	0.07%	305
2025 Q1	$7.21M	Sell	54,149 -1,047	-2%	-$149K	0.09%	266
2024 Q4	$7.98M	Sell	55,196 -262	-0.5%	-$39.4K	0.11%	228
2024 Q3	$8.16M	Sell	55,458 -710	-1%	-$102K	0.11%	235
2024 Q2	$7.53M	Sell	56,168 -13	-0%	-$1.75K	0.12%	203
2024 Q1	$7.86M	Buy	56,181 +424	+0.8%	+$56.4K	0.14%	188
2023 Q4	$7.62M	Sell	55,757 -60	-0.1%	-$7.31K	0.14%	183
2023 Q3	$6.66M	Buy	+55,817	New	+$7.04M	0.14%	183

Other funds holding VTWV

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BFA

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

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

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

VCM

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

Congress Wealth Management's VTWV Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.2% in Q2 2025, buying an estimated $14K and bringing the position to 54,256 shares worth $7.55M. The position accounts for 0.07% of the portfolio, ranked #305.

Congress Wealth Management first reported a position in VTWV in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.16M in Q3 2024. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

Congress Wealth Management held 54,256 shares of Vanguard Russell 2000 Value ETF worth $7.55M as of Q2 2025.
Congress Wealth Management bought 107 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $14K.
Vanguard Russell 2000 Value ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #305 holding.
Congress Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $8.16M in Q3 2024.
154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.