Gibraltar Capital Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Gibraltar Capital Management’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	$1.88M	Buy	11,250 +630	+6%	+$108K	0.32%	70
2025 Q4	$1.7M	Sell	10,620 -630	-6%	-$99.7K	0.29%	69
2025 Q3	$1.75M	Hold	11,250	–	–	0.31%	66
2025 Q2	$1.56M	Hold	11,250	–	–	0.31%	65
2025 Q1	$1.5M	Buy	+11,250	New	+$1.6M	0.32%	58

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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

Gibraltar Capital Management's VTWV Position: Q1 2026 in Review

Gibraltar Capital Management increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 5.9% in Q1 2026, buying an estimated $108K and bringing the position to 11,250 shares worth $1.88M. The position accounts for 0.32% of the portfolio, ranked #70.

Gibraltar Capital Management first reported a position in VTWV in Q1 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

Gibraltar Capital Management held 11,250 shares of Vanguard Russell 2000 Value ETF worth $1.88M as of Q1 2026.
Gibraltar Capital Management bought 630 Vanguard Russell 2000 Value ETF shares in Q1 2026, an estimated $108K.
Vanguard Russell 2000 Value ETF made up 0.32% of Gibraltar Capital Management's portfolio in Q1 2026, its #70 holding.
Gibraltar Capital Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on Gibraltar Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.