IA
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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
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% 1168
2015
Q4 		$14K Buy
+172
New +$14.1K ﹤0.01% 2399

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return