Root Financial Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Root Financial Partners’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 Q1	$167	Hold	1	–	–	﹤0.01%	3188
2025 Q4	$160	Hold	1	–	–	﹤0.01%	2303
2025 Q3	$156	Buy	+1	New	+$149	﹤0.01%	2218

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Root Financial Partners's VTWV Position: Q1 2026 in Review

Root Financial Partners held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q1 2026 at 1 share worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Root Financial Partners first reported a position in VTWV in Q3 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

Root Financial Partners held 1 share of Vanguard Russell 2000 Value ETF worth $167 as of Q1 2026.
Root Financial Partners left its Vanguard Russell 2000 Value ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3188 holding.
Root Financial Partners first reported a position in Vanguard Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.