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VTWV icon

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

SVB 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
2025
Q1 		– Sell
-3,192
Closed -$462K – 1803
2024
Q4 		$462K Buy
+3,192
New +$480K 0.01% 432
2024
Q3 		– Sell
-3,192
Closed -$428K – 613
2024
Q2 		$428K Sell
3,192
-3,492
-52% -$471K 0.01% 458
2024
Q1 		$935K Hold
6,684
– – 0.02% 360
2023
Q4 		$913K Buy
6,684
+3,342
+100% +$407K 0.02% 352
2023
Q3 		$399K Hold
3,342
– – 0.01% 518
2023
Q2 		$413K Hold
3,342
– – 0.01% 540
2023
Q1 		$403K Sell
3,342
-201
-6% -$25.6K 0.01% 604
2022
Q4 		$431K Hold
3,543
– – 0.01% 605
2022
Q3 		$402K Buy
+3,543
New +$449K 0.01% 580

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return