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EWG Elevate’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

EWG Elevate’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
Q3 		$3.99M Buy
+25,620
New +$3.81M 1.25% 30
2021
Q1 		– Sell
-10,025
Closed -$1.16M – 82
2020
Q4 		$1.16M Buy
+10,025
New +$1.04M 0.53% 43

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWG Elevate's VTWV Position: Q3 2025 in Review

EWG Elevate opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q3 2025: 25,620 shares worth $3.99M. The stake represents 1.25% of the portfolio and ranks #30 among its holdings. This is a return to the name: EWG Elevate previously reported a position in VTWV as recently as Q4 2020.

EWG Elevate first reported a position in VTWV in Q4 2020 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold VTWV as of Q3 2025.

  • EWG Elevate held 25,620 shares of Vanguard Russell 2000 Value ETF worth $3.99M as of Q3 2025.
  • Vanguard Russell 2000 Value ETF was a new EWG Elevate position in Q3 2025.
  • Vanguard Russell 2000 Value ETF made up 1.25% of EWG Elevate's portfolio in Q3 2025, its #30 holding.
  • EWG Elevate first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.