SL
VTWV icon

Salomon & Ludwin’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-51
Closed -$7.13K – 834
2024
Q1 		$7.13K Hold
51
– – ﹤0.01% 592
2023
Q4 		$6.09K Hold
51
– – ﹤0.01% 556
2023
Q3 		$6.09K Buy
+51
New +$6.43K ﹤0.01% 554

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Salomon & Ludwin's VTWV Position: Q2 2024 in Review

Salomon & Ludwin sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2024, closing a stake of 51 shares — an estimated $7.13K sold.

Salomon & Ludwin first reported a position in VTWV in Q3 2023 and held it in 3 quarters. The position peaked at $7.13K in Q1 2024. 143 funds tracked by Wall St. Rank hold VTWV as of Q2 2024.

  • Salomon & Ludwin reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 51 Vanguard Russell 2000 Value ETF shares in Q2 2024, an estimated $7.13K.
  • Salomon & Ludwin first reported a position in Vanguard Russell 2000 Value ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Vanguard Russell 2000 Value ETF position peaked at $7.13K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.