Topel & Distasi Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Topel & Distasi Wealth Management’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	-4,763	Closed	-$634K	–	74
2025 Q1	$634K	Sell	4,763 -1,665	-26%	-$237K	0.3%	54
2024 Q4	$930K	Hold	6,428	–	–	0.4%	51
2024 Q3	$946K	Sell	6,428 -736	-10%	-$105K	0.39%	51
2024 Q2	$960K	Hold	7,164	–	–	0.42%	48
2024 Q1	$1M	Hold	7,164	–	–	0.44%	47
2023 Q4	$978K	Hold	7,164	–	–	0.46%	42
2023 Q3	$855K	Hold	7,164	–	–	0.45%	44
2023 Q2	$886K	Hold	7,164	–	–	0.45%	46
2023 Q1	$863K	Hold	7,164	–	–	0.45%	45
2022 Q4	$872K	Hold	7,164	–	–	0.49%	42
2022 Q3	$930K	Hold	7,164	–	–	0.51%	44
2022 Q2	$854K	Hold	7,164	–	–	0.49%	44
2022 Q1	$1.01M	Hold	7,164	–	–	0.42%	48
2021 Q4	$1.04M	Buy	+7,164	New	+$1.05M	0.42%	47

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

Topel & Distasi Wealth Management's VTWV Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2025, closing a stake of 4,763 shares — an estimated $634K sold.

Topel & Distasi Wealth Management first reported a position in VTWV in Q4 2021 and held it in 14 quarters. The position peaked at $1.04M in Q4 2021. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 4,763 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $634K.
Topel & Distasi Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q4 2021 and held it in 14 quarters.
Topel & Distasi Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $1.04M in Q4 2021.
154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.