GRP
VTWV icon

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
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 $1.37T 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's VTWV Position: Q4 2025 in Review

Global Retirement Partners increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.3% in Q4 2025, buying an estimated $1.9K and bringing the position to 381 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Global Retirement Partners first reported a position in VTWV in Q4 2021 and has held it in 16 quarters since. 172 funds tracked by Wall St. Rank hold VTWV as of Q4 2025.

  • Global Retirement Partners held 381 shares of Vanguard Russell 2000 Value ETF worth $60.9K as of Q4 2025.
  • Global Retirement Partners bought 12 Vanguard Russell 2000 Value ETF shares in Q4 2025, an estimated $1.9K.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2238 holding.
  • Global Retirement Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.