LFWA
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LBJ Family Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

LBJ Family 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 		$2.8M Sell
14,363
-87
-0.6% -$16.1K 1.43% 13
2026
Q1 		$2.35M Buy
14,450
+11
+0.1% +$1.88K 1.38% 13
2025
Q4 		$2.31M Buy
14,439
+318
+2% +$50.3K 1.27% 13
2025
Q3 		$2.2M Buy
14,121
+1,566
+12% +$233K 1.2% 13
2025
Q2 		$1.75M Buy
12,555
+344
+3% +$45.1K 1.02% 13
2025
Q1 		$1.63M Sell
12,211
-264
-2% -$37.6K 1.04% 13
2024
Q4 		$1.8M Buy
12,475
+91
+0.7% +$13.7K 1.08% 13
2024
Q3 		$1.82M Buy
12,384
+313
+3% +$44.8K 1.08% 13
2024
Q2 		$1.62M Buy
12,071
+1,350
+13% +$182K 1.02% 13
2024
Q1 		$1.5M Buy
10,721
+192
+2% +$25.6K 0.95% 12
2023
Q4 		$1.44M Buy
10,529
+59
+0.6% +$7.19K 0.99% 12
2023
Q3 		$1.25M Buy
10,470
+430
+4% +$54.2K 0.94% 12
2023
Q2 		$1.24M Buy
10,040
+3,775
+60% +$448K 0.86% 15
2023
Q1 		$755K Sell
6,265
-75
-1% -$9.53K 0.53% 17
2022
Q4 		$772K Sell
6,340
-136,605
-96% -$16.9M 0.58% 17
2022
Q3 		$5.22M Buy
142,945
+137,540
+2,545% +$17.4M 4.21% 9
2022
Q2 		$644K Buy
5,405
+119
+2% +$15.5K 0.48% 17
2022
Q1 		$719K Buy
5,286
+401
+8% +$56K 0.46% 17
2021
Q4 		$710K Buy
4,885
+791
+19% +$116K 0.41% 18
2021
Q3 		$687K Hold
4,094
– – 0.41% 19
2021
Q2 		$595K Buy
4,094
+1
+0% +$145 0.35% 19
2021
Q1 		$572K Buy
4,093
+8
+0.2% +$1.06K 0.36% 19
2020
Q4 		$472K Buy
4,085
+1,209
+42% +$125K 0.31% 18
2020
Q3 		$251K Buy
2,876
+12
+0.4% +$1.07K 0.19% 19
2020
Q2 		$244K Buy
+2,864
New +$228K 0.2% 19

Other funds holding VTWV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

LBJ Family Wealth Advisors's VTWV Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.6% in Q2 2026, selling an estimated $16.1K and leaving 14,363 shares worth $2.8M. The position accounts for 1.43% of the portfolio, ranked #13.

LBJ Family Wealth Advisors first reported a position in VTWV in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.22M in Q3 2022. 101 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • LBJ Family Wealth Advisors held 14,363 shares of Vanguard Russell 2000 Value ETF worth $2.8M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 87 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Russell 2000 Value ETF made up 1.43% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • LBJ Family Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • LBJ Family Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $5.22M in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

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