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

EverSource 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 Q3	$9.42K	Buy	+51	New	+$10K	﹤0.01%	2933

Other funds holding VTWV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

EverSource Wealth Advisors's VTWV Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q3 2026: 51 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #2933 among its holdings.

108 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

EverSource Wealth Advisors held 51 shares of Vanguard Russell 2000 Value ETF worth $9.42K as of Q3 2026.
Vanguard Russell 2000 Value ETF was a new EverSource Wealth Advisors position in Q3 2026.
Vanguard Russell 2000 Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2933 holding.
108 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.