Sequoia Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sequoia Financial Advisors’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
2025 Q2	–	Sell	-2,072	Closed	-$276K	–	1645
2025 Q1	$276K	Buy	2,072 +82	+4%	+$11.7K	﹤0.01%	1105
2024 Q4	$288K	Buy	1,990 +186	+10%	+$28K	﹤0.01%	1038
2024 Q3	$265K	Buy	1,804 +18	+1%	+$2.58K	﹤0.01%	1030
2024 Q2	$239K	Hold	1,786	–	–	﹤0.01%	998
2024 Q1	$250K	Buy	1,786 +4	+0.2%	+$533	﹤0.01%	944
2023 Q4	$243K	Buy	1,782 +13	+0.7%	+$1.58K	﹤0.01%	1018
2023 Q3	$211K	Buy	1,769 +12	+0.7%	+$1.51K	﹤0.01%	844
2023 Q2	$217K	Buy	1,757 +7	+0.4%	+$831	﹤0.01%	838
2023 Q1	$211K	Buy	1,750 +7	+0.4%	+$890	﹤0.01%	750
2022 Q4	$212K	Buy	+1,743	New	+$216K	0.01%	713
2022 Q2	–	Sell	-1,430	Closed	-$202K	–	688
2022 Q1	$202K	Buy	+1,430	New	+$200K	0.01%	619

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Sequoia Financial Advisors's VTWV Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025, closing a stake of 2,072 shares — an estimated $276K sold.

Sequoia Financial Advisors first reported a position in VTWV in Q1 2022 and held it in 11 quarters. The position peaked at $288K in Q4 2024. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

Sequoia Financial Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 2,072 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $276K.
Sequoia Financial Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and held it in 11 quarters.
Sequoia Financial Advisors's Vanguard Russell 2000 Value ETF position peaked at $288K in Q4 2024.
154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.