SAG
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SageView Advisory Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

SageView Advisory Group’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 		– Sell
-216
Closed -$34.5K – 2402
2025
Q4 		$34.5K Buy
+216
New +$34.2K ﹤0.01% 1226
2024
Q2 		– Sell
-9,473
Closed -$732K – 798
2024
Q1 		$732K Buy
+9,473
New +$1.26M 0.04% 249

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

SageView Advisory Group's VTWV Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2026, closing a stake of 216 shares — an estimated $34.5K sold.

SageView Advisory Group first reported a position in VTWV in Q1 2024 and held it in 2 quarters. The position peaked at $732K in Q1 2024. 193 funds tracked by Wall St. Rank hold VTWV as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 216 Vanguard Russell 2000 Value ETF shares in Q1 2026, an estimated $34.5K.
  • SageView Advisory Group first reported a position in Vanguard Russell 2000 Value ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Vanguard Russell 2000 Value ETF position peaked at $732K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.