Kiely Wealth Advisory Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$400K	Buy	2,714 +4	+0.1%	+$602	0.26%	36
2024 Q3	$425K	Sell	2,710 -78	-3%	-$11.2K	0.27%	25
2024 Q2	$387K	Sell	2,788 -13	-0.5%	-$1.75K	0.21%	23
2024 Q1	$375K	Sell	2,801 -1,825	-39%	-$243K	0.21%	24
2023 Q4	$617K	Buy	+4,626	New	+$564K	0.36%	14

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

FAC

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

WFA

WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

Kiely Wealth Advisory Group's VTWV Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.15% in Q4 2024, buying an estimated $602 and bringing the position to 2,714 shares worth $400K. The position accounts for 0.26% of the portfolio, ranked #36.

Kiely Wealth Advisory Group first reported a position in VTWV in Q4 2023 and has held it in 5 quarters since. The position peaked at $617K in Q4 2023. 163 funds tracked by Wall St. Rank hold VTWV as of Q4 2024.

Kiely Wealth Advisory Group held 2,714 shares of Vanguard Russell 2000 Value ETF worth $400K as of Q4 2024.
Kiely Wealth Advisory Group bought 4 Vanguard Russell 2000 Value ETF shares in Q4 2024, an estimated $602.
Vanguard Russell 2000 Value ETF made up 0.26% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #36 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard Russell 2000 Value ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard Russell 2000 Value ETF position peaked at $617K in Q4 2023.
163 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.