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

MidWestOne 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
2025 Q4	$1.36M	Buy	8,482 +261	+3%	+$41.3K	0.15%	127
2025 Q3	$1.28M	Sell	8,221 -10	-0.1%	-$1.49K	0.16%	132
2025 Q2	$1.14M	Buy	8,231 +232	+3%	+$30.4K	0.15%	141
2025 Q1	$1.06M	Buy	7,999 +42	+0.5%	+$5.98K	0.15%	144
2024 Q4	$1.15M	Buy	7,957 +1,987	+33%	+$299K	0.16%	129
2024 Q3	$878K	Buy	5,970 +2,064	+53%	+$296K	0.12%	170
2024 Q2	$524K	Buy	3,906 +287	+8%	+$38.7K	0.09%	200
2024 Q1	$506K	Buy	+3,619	New	+$482K	0.09%	209

Other funds holding VTWV

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

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

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

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

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

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

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MidWestOne Financial Group's VTWV Position: Q4 2025 in Review

MidWestOne Financial Group increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 3.2% in Q4 2025, buying an estimated $41.3K and bringing the position to 8,482 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #127.

MidWestOne Financial Group first reported a position in VTWV in Q1 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold VTWV as of Q4 2025.

MidWestOne Financial Group held 8,482 shares of Vanguard Russell 2000 Value ETF worth $1.36M as of Q4 2025.
MidWestOne Financial Group bought 261 Vanguard Russell 2000 Value ETF shares in Q4 2025, an estimated $41.3K.
Vanguard Russell 2000 Value ETF made up 0.15% of MidWestOne Financial Group's portfolio in Q4 2025, its #127 holding.
MidWestOne Financial Group first reported a position in Vanguard Russell 2000 Value ETF in Q1 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.