EWA
VTWV icon

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

EP Wealth 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
Q2 		$148K Buy
+757
New +$140K ﹤0.01% 1593

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

EP Wealth Advisors's VTWV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 757 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings.

193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • EP Wealth Advisors held 757 shares of Vanguard Russell 2000 Value ETF worth $148K as of Q2 2026.
  • Vanguard Russell 2000 Value ETF was a new EP Wealth Advisors position in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1593 holding.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.