IIM
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IFC & Insurance Marketing’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-70
Closed -$11K – 685
2025
Q4 		$11K Buy
+70
New +$11.1K 0.01% 387

Other funds holding VTWV

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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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
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

IFC & Insurance Marketing's VTWV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2026, closing a stake of 70 shares — an estimated $11K sold.

IFC & Insurance Marketing first reported a position in VTWV in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 70 Vanguard Russell 2000 Value ETF shares in Q1 2026, an estimated $11K.
  • IFC & Insurance Marketing first reported a position in Vanguard Russell 2000 Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Russell 2000 Value ETF position peaked at $11K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.