Evergreen Wealth Solutions’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Evergreen Wealth Solutions’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	$404K	Buy	+2,018	New	+$372K	0.02%	370

Other funds holding VTWV

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

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Evergreen Wealth Solutions's VTWV Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 2,018 shares worth $404K. The stake represents 0.02% of the portfolio and ranks #370 among its holdings.

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

Evergreen Wealth Solutions held 2,018 shares of Vanguard Russell 2000 Value ETF worth $404K as of Q2 2026.
Vanguard Russell 2000 Value ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Vanguard Russell 2000 Value ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #370 holding.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.