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

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

IFP Advisors's VTWV Position: Q2 2026 in Review

IFP Advisors opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 34 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #3614 among its holdings. This is a return to the name: IFP Advisors previously reported a position in VTWV as recently as Q4 2021.

IFP Advisors first reported a position in VTWV in Q4 2015 and has held it in 6 quarters since. The position peaked at $74K in Q4 2021. 195 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • IFP Advisors held 34 shares of Vanguard Russell 2000 Value ETF worth $6.64K as of Q2 2026.
  • Vanguard Russell 2000 Value ETF was a new IFP Advisors position in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3614 holding.
  • IFP Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2015 and has held it in 6 quarters since.
  • IFP Advisors's Vanguard Russell 2000 Value ETF position peaked at $74K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.