Institute for Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Institute for Wealth 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	$8.37M	Sell	42,835 -528	-1%	-$97.5K	0.74%	20
2026 Q1	$7.25M	Sell	43,363 -131	-0.3%	-$22.4K	0.77%	14
2025 Q4	$6.96M	Hold	43,494	–	–	0.74%	16
2025 Q3	$6.78M	Sell	43,494 -498	-1%	-$74.1K	0.71%	20
2025 Q2	$6.12M	Hold	43,992	–	–	0.68%	24
2025 Q1	$5.85M	Buy	43,992 +22,652	+106%	+$3.22M	0.75%	17
2024 Q4	$3.09M	Sell	21,340 -237	-1%	-$35.7K	0.39%	56
2024 Q3	$3.18M	Buy	21,577 +76	+0.4%	+$10.9K	0.4%	46
2024 Q2	$2.88M	Buy	21,501 +10,545	+96%	+$1.42M	0.39%	50
2024 Q1	$1.53M	Sell	10,956 -5	-0%	-$666	0.2%	112
2023 Q4	$1.5M	Buy	10,961 +3,290	+43%	+$401K	0.24%	99
2023 Q3	$916K	Buy	7,671 +762	+11%	+$96K	0.17%	155
2023 Q2	$854K	Buy	+6,909	New	+$821K	0.14%	172

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Institute for Wealth Management's VTWV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 1.2% in Q2 2026, selling an estimated $97.5K and leaving 42,835 shares worth $8.37M. The position accounts for 0.74% of the portfolio, ranked #20.

Institute for Wealth Management first reported a position in VTWV in Q2 2023 and has held it in 13 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Institute for Wealth Management held 42,835 shares of Vanguard Russell 2000 Value ETF worth $8.37M as of Q2 2026.
Institute for Wealth Management sold 528 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $97.5K.
Vanguard Russell 2000 Value ETF made up 0.74% of Institute for Wealth Management's portfolio in Q2 2026, its #20 holding.
Institute for Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q2 2023 and has held it in 13 quarters since.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.