Sowell Financial Services’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sowell Financial Services’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	$2.28M	Buy	+11,666	New	+$2.15M	0.07%	290

Other funds holding VTWV

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Clear Retirement Advice San Mateo, California $146M AUM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Sowell Financial Services's VTWV Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 11,666 shares worth $2.28M. The stake represents 0.07% of the portfolio and ranks #290 among its holdings.

30 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Sowell Financial Services held 11,666 shares of Vanguard Russell 2000 Value ETF worth $2.28M as of Q2 2026.
Vanguard Russell 2000 Value ETF was a new Sowell Financial Services position in Q2 2026.
Vanguard Russell 2000 Value ETF made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #290 holding.
30 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.