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Red Cedar Investment Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Red Cedar Investment 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
2025
Q2 		– Sell
-19,182
Closed -$2.55M – 84
2025
Q1 		$2.55M Buy
19,182
+73
+0.4% +$10.4K 0.35% 45
2024
Q4 		$2.76M Sell
19,109
-9,374
-33% -$1.41M 0.35% 40
2024
Q3 		$4.19M Buy
28,483
+281
+1% +$40.2K 0.53% 30
2024
Q2 		$3.78M Sell
28,202
-9,422
-25% -$1.27M 0.52% 31
2024
Q1 		$5.26M Sell
37,624
-651
-2% -$86.7K 0.66% 22
2023
Q4 		$5.23M Buy
38,275
+230
+0.6% +$28K 0.75% 20
2023
Q3 		$4.54M Sell
38,045
-1,237
-3% -$156K 0.69% 23
2023
Q2 		$4.86M Buy
39,282
+113
+0.3% +$13.4K 0.74% 20
2023
Q1 		$4.72M Sell
39,169
-1,807
-4% -$230K 0.73% 19
2022
Q4 		$4.99M Buy
40,976
+447
+1% +$55.4K 0.79% 18
2022
Q3 		$4.59M Buy
40,529
+121
+0.3% +$15.3K 0.78% 20
2022
Q2 		$4.82M Buy
40,408
+12
+0% +$1.57K 0.79% 18
2022
Q1 		$5.7M Buy
40,396
+65
+0.2% +$9.07K 0.8% 17
2021
Q4 		$5.86M Buy
40,331
+377
+0.9% +$55.1K 0.7% 20
2021
Q3 		$5.61M Sell
39,954
-28,945
-42% -$4.07M 0.73% 19
2021
Q2 		$10M Buy
68,899
+8,334
+14% +$1.21M 1.33% 16
2021
Q1 		$8.47M Hold
60,565
– – 1.1% 15
2020
Q4 		$7M Buy
+60,565
New +$6.27M 1.05% 17

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Red Cedar Investment Management's VTWV Position: Q2 2025 in Review

Red Cedar Investment Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025, closing a stake of 19,182 shares — an estimated $2.55M sold.

Red Cedar Investment Management first reported a position in VTWV in Q4 2020 and held it in 18 quarters. The position peaked at $10M in Q2 2021. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

  • Red Cedar Investment Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Red Cedar Investment Management sold 19,182 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $2.55M.
  • Red Cedar Investment Management first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and held it in 18 quarters.
  • Red Cedar Investment Management's Vanguard Russell 2000 Value ETF position peaked at $10M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Red Cedar Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.