Focus Partners Wealth
VTWV icon

Focus Partners Wealth’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Focus Partners Wealth’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
Q1 		$243K Buy
1,451
+165
+13% +$28.2K ﹤0.01% 2301
2025
Q4 		$206K Buy
+1,286
New +$204K ﹤0.01% 2436

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Focus Partners Wealth's VTWV Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 13% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,451 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Focus Partners Wealth first reported a position in VTWV in Q4 2025 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

  • Focus Partners Wealth held 1,451 shares of Vanguard Russell 2000 Value ETF worth $243K as of Q1 2026.
  • Focus Partners Wealth bought 165 Vanguard Russell 2000 Value ETF shares in Q1 2026, an estimated $28.2K.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2301 holding.
  • Focus Partners Wealth first reported a position in Vanguard Russell 2000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.