Root Financial Partners
VTWV icon

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
Q3 		$185 Buy
+1
New +$195 ﹤0.01% 3530
2026
Q2 		– Sell
-1
Closed -$167 – 3135
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

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Savant Capital
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Root Financial Partners's VTWV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q3 2026: 1 share worth $185. The stake represents ﹤0.01% of the portfolio and ranks #3530 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VTWV as recently as Q1 2026.

Root Financial Partners first reported a position in VTWV in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

  • Root Financial Partners held 1 share of Vanguard Russell 2000 Value ETF worth $185 as of Q3 2026.
  • Vanguard Russell 2000 Value ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3530 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.