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Global Retirement Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Global Retirement 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 		$74.9K Buy
+383
New +$70.7K ﹤0.01% 2256
2025
Q4 		$60.9K Buy
381
+12
+3% +$1.9K ﹤0.01% 2238
2025
Q3 		$57.5K Buy
369
+2
+0.5% +$298 ﹤0.01% 1819
2025
Q2 		$51K Buy
+367
New +$48.1K ﹤0.01% 1756
2024
Q4 		$52.7K Buy
364
+2
+0.6% +$301 ﹤0.01% 1593
2024
Q3 		$53.3K Buy
362
+3
+0.8% +$430 ﹤0.01% 1523
2024
Q2 		$48.2K Hold
359
– – ﹤0.01% 1556
2024
Q1 		$50.2K Buy
359
+1
+0.3% +$133 ﹤0.01% 1412
2023
Q4 		$46.3K Buy
358
+2
+0.6% +$244 ﹤0.01% 1407
2023
Q3 		$41K Buy
356
+2
+0.6% +$252 ﹤0.01% 1361
2023
Q2 		$43.8K Buy
354
+1
+0.3% +$119 ﹤0.01% 1343
2023
Q1 		$40.4K Sell
353
-109
-24% -$13.9K ﹤0.01% 1328
2022
Q4 		$56.2K Buy
462
+352
+320% +$43.6K ﹤0.01% 1034
2022
Q3 		$14K Sell
110
-60
-35% -$7.6K ﹤0.01% 1556
2022
Q2 		$20K Hold
170
– – ﹤0.01% 1357
2022
Q1 		$21K Buy
170
+60
+55% +$8.37K ﹤0.01% 1334
2021
Q4 		$16K Buy
+110
New +$16.1K 0.01% 131

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

Global Retirement Partners's VTWV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 383 shares worth $74.9K. The stake represents ﹤0.01% of the portfolio and ranks #2256 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTWV as recently as Q4 2025.

Global Retirement Partners first reported a position in VTWV in Q4 2021 and has held it in 17 quarters since. 195 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Global Retirement Partners held 383 shares of Vanguard Russell 2000 Value ETF worth $74.9K as of Q2 2026.
  • Vanguard Russell 2000 Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2256 holding.
  • Global Retirement Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 195 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.