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

Wealth Dimensions Group’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 		$2.74M Sell
14,040
-47
-0.3% -$8.68K 0.49% 28
2026
Q1 		$2.36M Sell
14,087
-730
-5% -$125K 0.46% 29
2025
Q4 		$2.37M Sell
14,817
-59
-0.4% -$9.34K 0.47% 31
2025
Q3 		$2.32M Buy
14,876
+17
+0.1% +$2.53K 0.48% 33
2025
Q2 		$2.07M Buy
14,859
+488
+3% +$64K 0.46% 33
2025
Q1 		$1.91M Buy
14,371
+237
+2% +$33.7K 0.46% 33
2024
Q4 		$2.04M Sell
14,134
-28
-0.2% -$4.21K 0.5% 30
2024
Q3 		$2.08M Sell
14,162
-42
-0.3% -$6.01K 0.53% 30
2024
Q2 		$1.9M Sell
14,204
-161
-1% -$21.7K 0.54% 31
2024
Q1 		$2.01M Sell
14,365
-132
-0.9% -$17.6K 0.59% 32
2023
Q4 		$1.98M Sell
14,497
-868
-6% -$106K 0.63% 27
2023
Q3 		$1.83M Sell
15,365
-20
-0.1% -$2.52K 0.67% 26
2023
Q2 		$1.9M Sell
15,385
-233
-1% -$27.7K 0.69% 26
2023
Q1 		$1.88M Sell
15,618
-243
-2% -$30.9K 0.73% 25
2022
Q4 		$1.93M Sell
15,861
-2,288
-13% -$284K 0.79% 23
2022
Q3 		$2.06M Sell
18,149
-22
-0.1% -$2.79K 1.02% 20
2022
Q2 		$2.17M Buy
18,171
+2,881
+19% +$376K 1.03% 22
2022
Q1 		$2.16M Sell
15,290
-1,363
-8% -$190K 1% 18
2021
Q4 		$2.42M Sell
16,653
-41
-0.2% -$5.99K 1.19% 16
2021
Q3 		$2.35M Sell
16,694
-199
-1% -$28K 1.5% 13
2021
Q2 		$2.46M Sell
16,893
-421
-2% -$60.9K 1.67% 11
2021
Q1 		$2.42M Sell
17,314
-90
-0.5% -$11.9K 1.88% 10
2020
Q4 		$2.01M Buy
+17,404
New +$1.8M 1.74% 12

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Dimensions Group's VTWV Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.33% in Q2 2026, selling an estimated $8.68K and leaving 14,040 shares worth $2.74M. The position accounts for 0.49% of the portfolio, ranked #28.

Wealth Dimensions Group first reported a position in VTWV in Q4 2020 and has held it in 23 quarters since. 194 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Wealth Dimensions Group held 14,040 shares of Vanguard Russell 2000 Value ETF worth $2.74M as of Q2 2026.
  • Wealth Dimensions Group sold 47 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $8.68K.
  • Vanguard Russell 2000 Value ETF made up 0.49% of Wealth Dimensions Group's portfolio in Q2 2026, its #28 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 194 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.