EFA
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Evernest Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Evernest Financial 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
2025
Q1 		– Sell
-1,400
Closed -$202K – 172
2024
Q4 		$202K Hold
1,400
– – 0.05% 154
2024
Q3 		$206K Sell
1,400
-300
-18% -$43K 0.06% 151
2024
Q2 		$228K Hold
1,700
– – 0.1% 122
2024
Q1 		$221K Buy
+1,700
New +$226K 0.1% 119

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Evernest Financial Advisors's VTWV Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2025, closing a stake of 1,400 shares — an estimated $202K sold.

Evernest Financial Advisors first reported a position in VTWV in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q2 2024. 158 funds tracked by Wall St. Rank hold VTWV as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,400 Vanguard Russell 2000 Value ETF shares in Q1 2025, an estimated $202K.
  • Evernest Financial Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q1 2024 and held it in 4 quarters.
  • Evernest Financial Advisors's Vanguard Russell 2000 Value ETF position peaked at $228K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.