IFP Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

IFP Advisors’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 Q3	–	Sell	-34	Closed	-$6.64K	–	5402
2026 Q2	$6.64K	Buy	+34	New	+$6.28K	﹤0.01%	3614
2022 Q1	–	Sell	-510	Closed	-$74K	–	4598
2021 Q4	$74K	Buy	+510	New	+$74.5K	﹤0.01%	1397
2019 Q1	$31K	Buy	+295	New	+$30.6K	﹤0.01%	1168
2016 Q3	–	Sell	-173	Closed	-$14K	–	4056
2016 Q2	$14K	Sell	173 -122	-41%	-$10.1K	﹤0.01%	2592
2016 Q1	$31K	Buy	295 +123	+72%	+$9.23K	﹤0.01%	1171
2015 Q4	$14K	Buy	+172	New	+$14.1K	﹤0.01%	2399

Other funds holding VTWV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

IFP Advisors's VTWV Position: Q3 2026 in Review

IFP Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2026, closing a stake of 34 shares — an estimated $6.64K sold.

IFP Advisors first reported a position in VTWV in Q4 2015 and held it in 6 quarters. The position peaked at $74K in Q4 2021. 142 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

IFP Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 34 Vanguard Russell 2000 Value ETF shares in Q3 2026, an estimated $6.64K.
IFP Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2015 and held it in 6 quarters.
IFP Advisors's Vanguard Russell 2000 Value ETF position peaked at $74K in Q4 2021.
142 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.