CoreCap Advisors
VTWV icon

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

CoreCap 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
Q3 		$30.3K Buy
164
+5
+3% +$976 ﹤0.01% 1631
2026
Q2 		$31.1K Hold
159
– – ﹤0.01% 1623
2026
Q1 		$26.6K Hold
159
– – ﹤0.01% 1562
2025
Q4 		$25.4K Buy
+159
New +$25.2K ﹤0.01% 1585
2022
Q1 		– Sell
-4
Closed -$1K – 2080
2021
Q4 		$1K Buy
+4
New +$584 ﹤0.01% 2277

Other funds holding VTWV

WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Morangie Management
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

CoreCap Advisors's VTWV Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.1% in Q3 2026, buying an estimated $976 and bringing the position to 164 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

CoreCap Advisors first reported a position in VTWV in Q4 2021 and has held it in 5 quarters since. The position peaked at $31.1K in Q2 2026. 40 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

  • CoreCap Advisors held 164 shares of Vanguard Russell 2000 Value ETF worth $30.3K as of Q3 2026.
  • CoreCap Advisors bought 5 Vanguard Russell 2000 Value ETF shares in Q3 2026, an estimated $976.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1631 holding.
  • CoreCap Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2021 and has held it in 5 quarters since.
  • CoreCap Advisors's Vanguard Russell 2000 Value ETF position peaked at $31.1K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.