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Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$221K Sell
1,129
-24
-2% -$4.43K 0.01% 361
2026
Q1 		$193K Buy
+1,153
New +$197K 0.01% 351
2025
Q3 		– Sell
-1,136
Closed -$158K – 553
2025
Q2 		$158K Buy
1,136
+5
+0.4% +$656 0.01% 339
2025
Q1 		$151K Buy
1,131
+4
+0.4% +$569 0.01% 328
2024
Q4 		$163K Buy
+1,127
New +$170K 0.01% 320

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

Guardian Wealth Advisors (North Carolina)'s VTWV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 2.1% in Q2 2026, selling an estimated $4.43K and leaving 1,129 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #361.

Guardian Wealth Advisors (North Carolina) first reported a position in VTWV in Q4 2024 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,129 shares of Vanguard Russell 2000 Value ETF worth $221K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 24 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $4.43K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #361 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 2000 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.