IVC Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

IVC Wealth Advisors’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	$820K	Sell	4,194 -135	-3%	-$24.9K	0.32%	60
2026 Q1	$724K	Sell	4,329 -65	-1%	-$11.1K	0.31%	61
2025 Q4	$703K	Buy	4,394 +142	+3%	+$22.5K	0.31%	66
2025 Q3	$663K	Sell	4,252 -724	-15%	-$108K	0.3%	67
2025 Q2	$692K	Sell	4,976 -2,862	-37%	-$375K	0.34%	59
2025 Q1	$1.04M	Sell	7,838 -762	-9%	-$108K	0.56%	39
2024 Q4	$1.24M	Sell	8,600 -80	-0.9%	-$12K	0.7%	33
2024 Q3	$1.28M	Buy	8,680 +370	+4%	+$53K	0.7%	34
2024 Q2	$1.11M	Sell	8,310 -403	-5%	-$54.3K	0.62%	38
2024 Q1	$1.22M	Sell	8,713 -292	-3%	-$38.9K	0.7%	35
2023 Q4	$1.23M	Sell	9,005 -7,978	-47%	-$972K	0.76%	29
2023 Q3	$2.03M	Buy	16,983 +486	+3%	+$61.3K	1.36%	11
2023 Q2	$2.04M	Buy	16,497 +1,584	+11%	+$188K	1.29%	12
2023 Q1	$1.8M	Buy	14,913 +891	+6%	+$113K	1.27%	14
2022 Q4	$1.71M	Buy	14,022 +427	+3%	+$52.9K	1.26%	17
2022 Q3	$1.54M	Buy	13,595 +974	+8%	+$123K	1.24%	15
2022 Q2	$1.5M	Buy	12,621 +3,477	+38%	+$454K	1.16%	15
2022 Q1	$1.29M	Buy	9,144 +1,042	+13%	+$145K	0.85%	26
2021 Q4	$1.18M	Buy	8,102 +1,156	+17%	+$169K	0.76%	32
2021 Q3	$976K	Buy	6,946 +1,048	+18%	+$148K	0.67%	37
2021 Q2	$857K	Buy	5,898 +1,230	+26%	+$178K	0.6%	45
2021 Q1	$653K	Buy	4,668 +1,751	+60%	+$232K	0.51%	56
2020 Q4	$337K	Buy	+2,917	New	+$302K	0.32%	81

Other funds holding VTWV

FAC

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

CRA

Clear Retirement Advice San Mateo, California $146M AUM

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

IVC Wealth Advisors's VTWV Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.1% in Q2 2026, selling an estimated $24.9K and leaving 4,194 shares worth $820K. The position accounts for 0.32% of the portfolio, ranked #60.

IVC Wealth Advisors first reported a position in VTWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q2 2023. 20 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

IVC Wealth Advisors held 4,194 shares of Vanguard Russell 2000 Value ETF worth $820K as of Q2 2026.
IVC Wealth Advisors sold 135 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $24.9K.
Vanguard Russell 2000 Value ETF made up 0.32% of IVC Wealth Advisors's portfolio in Q2 2026, its #60 holding.
IVC Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $2.04M in Q2 2023.
20 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.