Michels Family Financial’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Michels Family Financial’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	$840K	Sell	4,296 -31	-0.7%	-$5.72K	0.54%	57
2026 Q1	$723K	Sell	4,327 -14	-0.3%	-$2.39K	0.52%	61
2025 Q4	$694K	Buy	4,341 +6	+0.1%	+$950	0.51%	62
2025 Q3	$676K	Sell	4,335 -100	-2%	-$14.9K	0.53%	58
2025 Q2	$617K	Sell	4,435 -2	-0%	-$262	0.53%	64
2025 Q1	$591K	Sell	4,437 -38	-0.8%	-$5.41K	0.53%	63
2024 Q4	$647K	Buy	+4,475	New	+$673K	0.59%	55

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Michels Family Financial's VTWV Position: Q2 2026 in Review

Michels Family Financial reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.72% in Q2 2026, selling an estimated $5.72K and leaving 4,296 shares worth $840K. The position accounts for 0.54% of the portfolio, ranked #57.

Michels Family Financial first reported a position in VTWV in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Michels Family Financial held 4,296 shares of Vanguard Russell 2000 Value ETF worth $840K as of Q2 2026.
Michels Family Financial sold 31 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Russell 2000 Value ETF made up 0.54% of Michels Family Financial's portfolio in Q2 2026, its #57 holding.
Michels Family Financial first reported a position in Vanguard Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.