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

Signify Wealth’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
2021
Q1 		– Sell
-68,962
Closed -$7.96M – 19
2020
Q4 		$7.96M Buy
+68,962
New +$7.14M 6.3% 5

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signify Wealth's VTWV Position: Q1 2021 in Review

Signify Wealth sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2021, closing a stake of 68,962 shares — an estimated $7.96M sold.

Signify Wealth first reported a position in VTWV in Q4 2020 and held it in 1 quarter. The position peaked at $7.96M in Q4 2020. 96 funds tracked by Wall St. Rank hold VTWV as of Q1 2021.

  • Signify Wealth reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Signify Wealth sold 68,962 Vanguard Russell 2000 Value ETF shares in Q1 2021, an estimated $7.96M.
  • Signify Wealth first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and held it in 1 quarter.
  • Signify Wealth's Vanguard Russell 2000 Value ETF position peaked at $7.96M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2021.

Based on Signify Wealth's 13F filing for Q1 2021, filed 6 May 2021.