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RWA Wealth Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

RWA Wealth 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
Q2 		$7.41M Buy
37,908
+421
+1% +$77.7K 0.07% 136
2026
Q1 		$6.27M Sell
37,487
-425
-1% -$72.6K 0.07% 141
2025
Q4 		$6.06M Sell
37,912
-332
-0.9% -$52.6K 0.07% 146
2025
Q3 		$5.96M Sell
38,244
-709
-2% -$106K 0.07% 157
2025
Q2 		$5.42M Buy
38,953
+2,160
+6% +$283K 0.07% 154
2025
Q1 		$4.9M Buy
36,793
+761
+2% +$108K 0.06% 151
2024
Q4 		$5.21M Sell
36,032
-968
-3% -$146K 0.06% 149
2024
Q3 		$5.44M Sell
37,000
-85
-0.2% -$12.2K 0.07% 145
2024
Q2 		$4.97M Sell
37,085
-952
-3% -$128K 0.07% 142
2024
Q1 		$5.32M Buy
38,037
+304
+0.8% +$40.5K 0.07% 141
2023
Q4 		$5.15M Buy
+37,733
New +$4.6M 0.07% 134

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RWA Wealth Partners's VTWV Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 1.1% in Q2 2026, buying an estimated $77.7K and bringing the position to 37,908 shares worth $7.41M. The position accounts for 0.07% of the portfolio, ranked #136.

RWA Wealth Partners first reported a position in VTWV in Q4 2023 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • RWA Wealth Partners held 37,908 shares of Vanguard Russell 2000 Value ETF worth $7.41M as of Q2 2026.
  • RWA Wealth Partners bought 421 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $77.7K.
  • Vanguard Russell 2000 Value ETF made up 0.07% of RWA Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • RWA Wealth Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.