Iron Horse Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Iron Horse 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
2025 Q2	$20.2K	Buy	+145	New	+$19K	0.01%	212

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

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

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

BFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Iron Horse Wealth Management's VTWV Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025: 145 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings.

154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

Iron Horse Wealth Management held 145 shares of Vanguard Russell 2000 Value ETF worth $20.2K as of Q2 2025.
Vanguard Russell 2000 Value ETF was a new Iron Horse Wealth Management position in Q2 2025.
Vanguard Russell 2000 Value ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #212 holding.
154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.