Merit Financial Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Merit Financial 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
2026 Q2	$218K	Buy	+1,114	New	+$206K	﹤0.01%	2055

Other funds holding VTWV

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

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

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Clear Retirement Advice San Mateo, California $146M AUM

Merit Financial Group's VTWV Position: Q2 2026 in Review

Merit Financial Group opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 1,114 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings.

30 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Merit Financial Group held 1,114 shares of Vanguard Russell 2000 Value ETF worth $218K as of Q2 2026.
Vanguard Russell 2000 Value ETF was a new Merit Financial Group position in Q2 2026.
Vanguard Russell 2000 Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2055 holding.
30 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.