ITIM
VTWV icon

Indiana Trust & Investment Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Indiana Trust & Investment Management’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 		$326K Hold
1,670
– – 0.09% 148
2026
Q1 		$279K Hold
1,670
– – 0.09% 147
2025
Q4 		$267K Hold
1,670
– – 0.08% 150
2025
Q3 		$260K Hold
1,670
– – 0.08% 154
2025
Q2 		$232K Hold
1,670
– – 0.08% 161
2025
Q1 		$222K Hold
1,670
– – 0.08% 161
2024
Q4 		$241K Hold
1,670
– – 0.08% 149
2024
Q3 		$246K Hold
1,670
– – 0.08% 151
2024
Q2 		$224K Hold
1,670
– – 0.08% 154
2024
Q1 		$233K Hold
1,670
– – 0.09% 144
2023
Q4 		$228K Hold
1,670
– – 0.1% 142
2023
Q3 		$199K Buy
+1,670
New +$211K 0.1% 145

Other funds holding VTWV

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Indiana Trust & Investment Management's VTWV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 1,670 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #148.

Indiana Trust & Investment Management first reported a position in VTWV in Q3 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Indiana Trust & Investment Management held 1,670 shares of Vanguard Russell 2000 Value ETF worth $326K as of Q2 2026.
  • Indiana Trust & Investment Management left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #148 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Russell 2000 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.