Financial Engines Advisors
VTWV icon

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

Financial Engines 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
Q2 		$1.25M Sell
6,380
-795
-11% -$147K ﹤0.01% 291
2026
Q1 		$1.2M Sell
7,175
-1,941
-21% -$331K ﹤0.01% 282
2025
Q4 		$1.46M Sell
9,116
-1,099
-11% -$174K ﹤0.01% 268
2025
Q3 		$1.59M Hold
10,215
– – ﹤0.01% 256
2025
Q2 		$1.42M Buy
+10,215
New +$1.34M ﹤0.01% 252

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Engines Advisors's VTWV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 11% in Q2 2026, selling an estimated $147K and leaving 6,380 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Financial Engines Advisors first reported a position in VTWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2025. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Financial Engines Advisors held 6,380 shares of Vanguard Russell 2000 Value ETF worth $1.25M as of Q2 2026.
  • Financial Engines Advisors sold 795 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #291 holding.
  • Financial Engines Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's Vanguard Russell 2000 Value ETF position peaked at $1.59M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.