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Farmers & Merchants Investments Inc’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		– Sell
-746
Closed -$99.3K – 1771
2025
Q1 		$99.3K Hold
746
– – ﹤0.01% 373
2024
Q4 		$108K Hold
746
– – ﹤0.01% 368
2024
Q3 		$110K Hold
746
– – ﹤0.01% 370
2024
Q2 		$100K Buy
+746
New +$101K ﹤0.01% 370

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 $445B AUM 25.58% 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
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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Farmers & Merchants Investments Inc's VTWV Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025, closing a stake of 746 shares — an estimated $99.3K sold.

Farmers & Merchants Investments Inc first reported a position in VTWV in Q2 2024 and held it in 4 quarters. The position peaked at $110K in Q3 2024. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 746 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $99.3K.
  • Farmers & Merchants Investments Inc first reported a position in Vanguard Russell 2000 Value ETF in Q2 2024 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Vanguard Russell 2000 Value ETF position peaked at $110K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.