NWM
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Northwest Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Northwest 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
2026
Q2 		$365K Hold
1,868
– – 0.05% 175
2026
Q1 		$312K Sell
1,868
-37
-2% -$6.32K 0.05% 178
2025
Q4 		$305K Sell
1,905
-54
-3% -$8.55K 0.05% 185
2025
Q3 		$305K Hold
1,959
– – 0.05% 154
2025
Q2 		$272K Buy
1,959
+184
+10% +$24.1K 0.05% 159
2025
Q1 		$236K Hold
1,775
– – 0.05% 159
2024
Q4 		$257K Buy
1,775
+234
+15% +$35.2K 0.05% 135
2024
Q3 		$227K Buy
+1,541
New +$221K 0.05% 150

Other funds holding VTWV

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwest Wealth Management's VTWV Position: Q2 2026 in Review

Northwest Wealth Management held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 1,868 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #175.

Northwest Wealth Management first reported a position in VTWV in Q3 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Northwest Wealth Management held 1,868 shares of Vanguard Russell 2000 Value ETF worth $365K as of Q2 2026.
  • Northwest Wealth Management left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Northwest Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.