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Moneta Group Investment Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Moneta Group Investment 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 		$802K Buy
4,103
+7
+0.2% +$1.29K 0.01% 446
2026
Q1 		$685K Buy
4,096
+298
+8% +$50.9K 0.01% 433
2025
Q4 		$607K Buy
3,798
+9
+0.2% +$1.43K ﹤0.01% 453
2025
Q3 		$591K Buy
3,789
+10
+0.3% +$1.49K ﹤0.01% 454
2025
Q2 		$526K Buy
3,779
+7
+0.2% +$918 0.01% 427
2025
Q1 		$502K Buy
3,772
+6
+0.2% +$854 0.01% 418
2024
Q4 		$545K Sell
3,766
-170
-4% -$25.6K 0.01% 398
2024
Q3 		$579K Sell
3,936
-231
-6% -$33.1K 0.01% 380
2024
Q2 		$559K Sell
4,167
-74
-2% -$9.97K 0.01% 365
2024
Q1 		$593K Buy
4,241
+1,816
+75% +$242K 0.01% 342
2023
Q4 		$331K Sell
2,425
-229
-9% -$27.9K 0.01% 425
2023
Q3 		$317K Hold
2,654
– – 0.01% 394
2023
Q2 		$328K Buy
2,654
+318
+14% +$37.8K 0.01% 416
2023
Q1 		$281K Buy
2,336
+543
+30% +$69K 0.01% 427
2022
Q4 		$239K Sell
1,793
-494
-22% -$61.2K 0.01% 406
2022
Q3 		$259K Sell
2,287
-3,705
-62% -$470K 0.01% 380
2022
Q2 		$714K Buy
+5,992
New +$782K 0.02% 249
2022
Q1 		– Sell
-1,445
Closed -$210K – 496
2021
Q4 		$210K Buy
+1,445
New +$211K 0.01% 447

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Moneta Group Investment Advisors's VTWV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.17% in Q2 2026, buying an estimated $1.29K and bringing the position to 4,103 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #446.

Moneta Group Investment Advisors first reported a position in VTWV in Q4 2021 and has held it in 18 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Moneta Group Investment Advisors held 4,103 shares of Vanguard Russell 2000 Value ETF worth $802K as of Q2 2026.
  • Moneta Group Investment Advisors bought 7 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $1.29K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #446 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.