MWM
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Moran Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Moran Wealth Management’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
2023
Q1 		– Sell
-41,567
Closed -$5.06M – 378
2022
Q4 		$5.06M Buy
+41,567
New +$5.15M 0.19% 147

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moran Wealth Management's VTWV Position: Q1 2023 in Review

Moran Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2023, closing a stake of 41,567 shares — an estimated $5.06M sold.

Moran Wealth Management first reported a position in VTWV in Q4 2022 and held it in 1 quarter. The position peaked at $5.06M in Q4 2022. 136 funds tracked by Wall St. Rank hold VTWV as of Q1 2023.

  • Moran Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 41,567 Vanguard Russell 2000 Value ETF shares in Q1 2023, an estimated $5.06M.
  • Moran Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $5.06M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.