PFS
VTWV icon

Prospera Financial Services’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-100
Closed -$14K – 2608
2022
Q1 		$14K Buy
+100
New +$14K ﹤0.01% 1901
2020
Q1 		– Sell
-2,980
Closed -$334K – 627
2019
Q4 		$334K Buy
+2,980
New +$321K 0.03% 459

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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Prospera Financial Services's VTWV Position: Q2 2022 in Review

Prospera Financial Services sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2022, closing a stake of 100 shares — an estimated $14K sold.

Prospera Financial Services first reported a position in VTWV in Q4 2019 and held it in 2 quarters. The position peaked at $334K in Q4 2019. 127 funds tracked by Wall St. Rank hold VTWV as of Q2 2022.

  • Prospera Financial Services reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 Vanguard Russell 2000 Value ETF shares in Q2 2022, an estimated $14K.
  • Prospera Financial Services first reported a position in Vanguard Russell 2000 Value ETF in Q4 2019 and held it in 2 quarters.
  • Prospera Financial Services's Vanguard Russell 2000 Value ETF position peaked at $334K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.