WAP
VTWV icon

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

Wealthcare Advisory Partners’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 		$490K Buy
2,508
+146
+6% +$26.9K 0.01% 717
2026
Q1 		$395K Sell
2,362
-1,076
-31% -$184K 0.01% 782
2025
Q4 		$550K Buy
3,438
+14
+0.4% +$2.22K 0.01% 665
2025
Q3 		$534K Buy
3,424
+16
+0.5% +$2.38K 0.01% 659
2025
Q2 		$474K Sell
3,408
-116
-3% -$15.2K 0.01% 656
2025
Q1 		$469K Buy
3,524
+33
+0.9% +$4.7K 0.01% 607
2024
Q4 		$505K Buy
3,491
+33
+1% +$4.97K 0.01% 565
2024
Q3 		$509K Buy
3,458
+406
+13% +$58.1K 0.01% 560
2024
Q2 		$409K Buy
3,052
+152
+5% +$20.5K 0.01% 578
2024
Q1 		$406K Buy
2,900
+115
+4% +$15.3K 0.01% 582
2023
Q4 		$380K Sell
2,785
-10,646
-79% -$1.3M 0.02% 542
2023
Q3 		$1.6M Buy
13,431
+536
+4% +$67.6K 0.07% 206
2023
Q2 		$1.59M Sell
12,895
-118
-0.9% -$14K 0.07% 211
2023
Q1 		$1.57M Buy
13,013
+994
+8% +$126K 0.07% 218
2022
Q4 		$1.46M Buy
12,019
+3,014
+33% +$374K 0.07% 213
2022
Q3 		$1.02M Sell
9,005
-375
-4% -$47.5K 0.06% 232
2022
Q2 		$1.12M Buy
9,380
+1,965
+27% +$256K 0.07% 192
2022
Q1 		$1.05M Buy
7,415
+783
+12% +$109K 0.06% 188
2021
Q4 		$964K Buy
6,632
+312
+5% +$45.6K 0.06% 202
2021
Q3 		$888K Buy
6,320
+607
+11% +$85.4K 0.06% 209
2021
Q2 		$830K Sell
5,713
-4
-0.1% -$579 0.06% 223
2021
Q1 		$799K Buy
+5,717
New +$757K 0.06% 220
2020
Q2 		– Sell
-60
Closed -$4K – 1343
2020
Q1 		$4K Hold
60
– – ﹤0.01% 1186
2019
Q4 		$7K Hold
60
– – ﹤0.01% 1049
2019
Q3 		$6K Hold
60
– – ﹤0.01% 1046
2019
Q2 		$6K Hold
60
– – ﹤0.01% 1034
2019
Q1 		$6K Hold
60
– – ﹤0.01% 937
2018
Q4 		$6K Buy
+60
New +$6.27K ﹤0.01% 906

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

Wealthcare Advisory Partners's VTWV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 6.2% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,508 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #717.

Wealthcare Advisory Partners first reported a position in VTWV in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.6M in Q3 2023. 195 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Wealthcare Advisory Partners held 2,508 shares of Vanguard Russell 2000 Value ETF worth $490K as of Q2 2026.
  • Wealthcare Advisory Partners bought 146 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $26.9K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #717 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's Vanguard Russell 2000 Value ETF position peaked at $1.6M in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.