Creative Planning
VTWV icon

Creative Planning’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-50
Closed -$5.97K – 3098
2023
Q3 		$5.97K Buy
+50
New +$6.3K ﹤0.01% 2699
2022
Q2 		– Sell
-50
Closed -$7K – 2555
2022
Q1 		$7K Buy
+50
New +$6.98K ﹤0.01% 2224
2017
Q3 		– Sell
-326
Closed -$34K – 3686
2017
Q2 		$34K Hold
326
– – ﹤0.01% 2814
2017
Q1 		$33K Buy
+326
New +$33.5K ﹤0.01% 2773

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Creative Planning's VTWV Position: Q4 2023 in Review

Creative Planning sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2023, closing a stake of 50 shares — an estimated $5.97K sold.

Creative Planning first reported a position in VTWV in Q1 2017 and held it in 4 quarters. The position peaked at $34K in Q2 2017. 148 funds tracked by Wall St. Rank hold VTWV as of Q4 2023.

  • Creative Planning reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 50 Vanguard Russell 2000 Value ETF shares in Q4 2023, an estimated $5.97K.
  • Creative Planning first reported a position in Vanguard Russell 2000 Value ETF in Q1 2017 and held it in 4 quarters.
  • Creative Planning's Vanguard Russell 2000 Value ETF position peaked at $34K in Q2 2017.
  • 148 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.