JO
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John Overdeck’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

John Overdeck’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 		$2.89M Sell
14,800
-9,800
-40% -$1.81M ﹤0.01% 2658
2026
Q1 		$4.11M Buy
+24,600
New +$4.2M ﹤0.01% 2148
2025
Q2 		– Sell
-27,000
Closed -$3.59M – 3567
2025
Q1 		$3.59M Buy
27,000
+2,800
+12% +$399K 0.01% 1323
2024
Q4 		$3.5M Buy
+24,200
New +$3.64M 0.01% 1336
2024
Q1 		– Sell
-8,100
Closed -$1.11M – 3420
2023
Q4 		$1.11M Buy
8,100
+5,200
+179% +$634K ﹤0.01% 2013
2023
Q3 		$346K Buy
+2,900
New +$366K ﹤0.01% 2435

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

John Overdeck's VTWV Position: Q2 2026 in Review

John Overdeck reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 40% in Q2 2026, selling an estimated $1.81M and leaving 14,800 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

John Overdeck first reported a position in VTWV in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.11M in Q1 2026. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • John Overdeck held 14,800 shares of Vanguard Russell 2000 Value ETF worth $2.89M as of Q2 2026.
  • John Overdeck sold 9,800 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $1.81M.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2658 holding.
  • John Overdeck first reported a position in Vanguard Russell 2000 Value ETF in Q3 2023 and has held it in 6 quarters since.
  • John Overdeck's Vanguard Russell 2000 Value ETF position peaked at $4.11M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.