CWM
VTWV icon

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

Cornerstone 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
2026
Q2 		$447K Buy
2,285
+235
+11% +$43.4K 0.02% 519
2026
Q1 		$343K Sell
2,050
-354
-15% -$60.4K 0.02% 539
2025
Q4 		$385K Sell
2,404
-20
-0.8% -$3.17K 0.02% 487
2025
Q3 		$378K Sell
2,424
-94
-4% -$14K 0.02% 481
2025
Q2 		$350K Sell
2,518
-19
-0.7% -$2.49K 0.02% 475
2025
Q1 		$338K Sell
2,537
-51
-2% -$7.26K 0.02% 448
2024
Q4 		$374K Buy
2,588
+342
+15% +$51.5K 0.03% 421
2024
Q3 		$331K Sell
2,246
-288
-11% -$41.2K 0.02% 434
2024
Q2 		$340K Buy
2,534
+107
+4% +$14.4K 0.03% 410
2024
Q1 		$339K Sell
2,427
-377
-13% -$50.2K 0.03% 412
2023
Q4 		$383K Sell
2,804
-322
-10% -$39.3K 0.03% 374
2023
Q3 		$373K Buy
3,126
+366
+13% +$46.1K 0.04% 374
2023
Q2 		$341K Buy
2,760
+904
+49% +$107K 0.03% 378
2023
Q1 		$224K Buy
+1,856
New +$236K 0.02% 428

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

Cornerstone Wealth Management's VTWV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 11% in Q2 2026, buying an estimated $43.4K and bringing the position to 2,285 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #519.

Cornerstone Wealth Management first reported a position in VTWV in Q1 2023 and has held it in 14 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Cornerstone Wealth Management held 2,285 shares of Vanguard Russell 2000 Value ETF worth $447K as of Q2 2026.
  • Cornerstone Wealth Management bought 235 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $43.4K.
  • Vanguard Russell 2000 Value ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.