FHA
VTWV icon

First Horizon Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

First Horizon 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
2022
Q1 		– Sell
-755
Closed -$109K – 2317
2021
Q4 		$109K Hold
755
– – ﹤0.01% 657
2021
Q3 		$106K Hold
755
– – ﹤0.01% 659
2021
Q2 		$109K Hold
755
– – 0.01% 528
2021
Q1 		$105K Hold
755
– – 0.01% 497
2020
Q4 		$87K Hold
755
– – 0.01% 456
2020
Q3 		$65K Sell
755
-600
-44% -$53.3K ﹤0.01% 478
2020
Q2 		$115K Hold
1,355
– – 0.01% 373
2020
Q1 		$97K Buy
+1,355
New +$132K 0.01% 374
2018
Q1 		– Sell
-120
Closed -$13K – 1480
2017
Q4 		$13K Buy
+120
New +$13K ﹤0.01% 963
2017
Q2 		– Sell
-154
Closed -$15K – 1481
2017
Q1 		$15K Buy
+154
New +$15.8K ﹤0.01% 913

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return