Kayne Anderson Rudnick Investment Management
VTWV icon

Kayne Anderson Rudnick Investment Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Kayne Anderson Rudnick Investment 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
2022
Q4 		– Sell
-14
Closed -$2K – 699
2022
Q3 		$2K Sell
14
-64
-82% -$8.11K ﹤0.01% 620
2022
Q2 		$9K Buy
+78
New +$10.2K ﹤0.01% 545

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VTWV Position: Q4 2022 in Review

Kayne Anderson Rudnick Investment Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 14 shares — an estimated $2K sold.

Kayne Anderson Rudnick Investment Management first reported a position in VTWV in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 145 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • Kayne Anderson Rudnick Investment Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 14 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $2K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Russell 2000 Value ETF in Q2 2022 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's Vanguard Russell 2000 Value ETF position peaked at $9K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.