Investor's Fiduciary Advisor Network’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Investor's Fiduciary Advisor Network’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 Q1	$443K	Buy	2,650 +80	+3%	+$13.7K	0.14%	169
2025 Q4	$411K	Buy	2,570 +14	+0.5%	+$2.22K	0.09%	195
2025 Q3	$398K	Hold	2,556	–	–	0.13%	162
2025 Q2	$355K	Hold	2,556	–	–	0.13%	164
2025 Q1	$340K	Sell	2,556 -1,260	-33%	-$179K	0.16%	130
2024 Q4	$551K	Buy	+3,816	New	+$574K	0.21%	114

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Investor's Fiduciary Advisor Network's VTWV Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.1% in Q1 2026, buying an estimated $13.7K and bringing the position to 2,650 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #169.

Investor's Fiduciary Advisor Network first reported a position in VTWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q4 2024. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

Investor's Fiduciary Advisor Network held 2,650 shares of Vanguard Russell 2000 Value ETF worth $443K as of Q1 2026.
Investor's Fiduciary Advisor Network bought 80 Vanguard Russell 2000 Value ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Russell 2000 Value ETF made up 0.14% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #169 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Russell 2000 Value ETF position peaked at $551K in Q4 2024.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.