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FourThought Financial Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

FourThought Financial Partners’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 		$1.64M Sell
8,393
-56
-0.7% -$10.3K 0.13% 116
2026
Q1 		$1.41M Sell
8,449
-165
-2% -$28.2K 0.12% 118
2025
Q4 		$1.38M Buy
8,614
+561
+7% +$88.8K 0.12% 116
2025
Q3 		$1.26M Sell
8,053
-51
-0.6% -$7.59K 0.11% 119
2025
Q2 		$1.13M Buy
8,104
+84
+1% +$11K 0.11% 128
2025
Q1 		$1.07M Buy
8,020
+653
+9% +$92.9K 0.11% 124
2024
Q4 		$1.07M Buy
7,367
+292
+4% +$43.9K 0.11% 127
2024
Q3 		$1.04M Buy
7,075
+291
+4% +$41.7K 0.12% 105
2024
Q2 		$909K Buy
6,784
+447
+7% +$60.2K 0.12% 112
2024
Q1 		$886K Sell
6,337
-90
-1% -$12K 0.1% 145
2023
Q4 		$878K Hold
6,427
– – 0.11% 139
2023
Q3 		$767K Buy
6,427
+1
+0% +$126 0.11% 140
2023
Q2 		$795K Buy
6,426
+1,975
+44% +$235K 0.1% 141
2023
Q1 		$536K Hold
4,451
– – 0.07% 174
2022
Q4 		$542K Buy
+4,451
New +$552K 0.08% 176

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

FourThought Financial Partners's VTWV Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.66% in Q2 2026, selling an estimated $10.3K and leaving 8,393 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #116.

FourThought Financial Partners first reported a position in VTWV in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • FourThought Financial Partners held 8,393 shares of Vanguard Russell 2000 Value ETF worth $1.64M as of Q2 2026.
  • FourThought Financial Partners sold 56 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Russell 2000 Value ETF made up 0.13% of FourThought Financial Partners's portfolio in Q2 2026, its #116 holding.
  • FourThought Financial Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 195 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.