Steward Partners Investment Advisory’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Steward Partners Investment Advisory’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	$27.4K	Hold	140	–	–	﹤0.01%	3271
2026 Q1	$23.4K	Hold	140	–	–	﹤0.01%	3154
2025 Q4	$22.4K	Hold	140	–	–	﹤0.01%	3097
2025 Q3	$21.8K	Buy	+140	New	+$20.8K	﹤0.01%	3058
2024 Q4	–	Sell	-13	Closed	-$1.91K	–	4110
2024 Q3	$1.91K	Hold	13	–	–	﹤0.01%	3444
2024 Q2	$1.74K	Hold	13	–	–	﹤0.01%	3309
2024 Q1	$1.82K	Hold	13	–	–	﹤0.01%	3307
2023 Q4	$1.78K	Hold	13	–	–	﹤0.01%	3223
2023 Q3	$1.55K	Hold	13	–	–	﹤0.01%	3126
2023 Q2	$1.61K	Hold	13	–	–	﹤0.01%	3067
2023 Q1	$1.57K	Hold	13	–	–	﹤0.01%	3063
2022 Q4	$1.58K	Buy	+13	New	+$1.61K	﹤0.01%	3065
2020 Q1	–	Sell	-100	Closed	-$11K	–	2717
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	1992
2019 Q3	$10K	Hold	100	–	–	﹤0.01%	2006
2019 Q2	$10K	Buy	+100	New	+$10.5K	﹤0.01%	1996

Other funds holding VTWV

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BFA

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

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

WFA

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

Steward Partners Investment Advisory's VTWV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 140 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Steward Partners Investment Advisory first reported a position in VTWV in Q2 2019 and has held it in 15 quarters since. 163 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Steward Partners Investment Advisory held 140 shares of Vanguard Russell 2000 Value ETF worth $27.4K as of Q2 2026.
Steward Partners Investment Advisory left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3271 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Russell 2000 Value ETF in Q2 2019 and has held it in 15 quarters since.
163 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.