IFG
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Independent Financial Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Independent Financial Group’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 		$332K Sell
1,697
-60
-3% -$11.1K 0.01% 1189
2026
Q1 		$294K Buy
1,757
+93
+6% +$15.9K 0.01% 1174
2025
Q4 		$266K Hold
1,664
– – 0.01% 1206
2025
Q3 		$259K Buy
1,664
+192
+13% +$28.6K 0.01% 1154
2025
Q2 		$205K Sell
1,472
-216
-13% -$28.3K 0.01% 1219
2025
Q1 		$225K Buy
1,688
+138
+9% +$19.6K 0.01% 1063
2024
Q4 		$224K Sell
1,550
-33
-2% -$4.97K 0.01% 1039
2024
Q3 		$233K Sell
1,583
-158
-9% -$22.6K 0.01% 979
2024
Q2 		$233K Sell
1,741
-29
-2% -$3.91K 0.01% 952
2024
Q1 		$247K Buy
1,770
+15
+0.9% +$2K 0.01% 870
2023
Q4 		$240K Sell
1,755
-570
-25% -$69.5K 0.01% 822
2023
Q3 		$278K Sell
2,325
-1,851
-44% -$233K 0.02% 689
2023
Q2 		$516K Sell
4,176
-9
-0.2% -$1.07K 0.04% 474
2023
Q1 		$504K Buy
+4,185
New +$532K 0.04% 454

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

Independent Financial Group's VTWV Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.4% in Q2 2026, selling an estimated $11.1K and leaving 1,697 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1189.

Independent Financial Group first reported a position in VTWV in Q1 2023 and has held it in 14 quarters since. The position peaked at $516K in Q2 2023. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Independent Financial Group held 1,697 shares of Vanguard Russell 2000 Value ETF worth $332K as of Q2 2026.
  • Independent Financial Group sold 60 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $11.1K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1189 holding.
  • Independent Financial Group first reported a position in Vanguard Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Vanguard Russell 2000 Value ETF position peaked at $516K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.