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Wealthspire Advisors (New York)’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-131
Closed -$20.4K – 2866
2025
Q3 		$20.4K Buy
+131
New +$19.5K ﹤0.01% 1677
2021
Q2 		– Sell
-2,900
Closed -$405K – 666
2021
Q1 		$405K Buy
+2,900
New +$384K 0.01% 454

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 $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTWV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2025, closing a stake of 131 shares — an estimated $20.4K sold.

Wealthspire Advisors (New York) first reported a position in VTWV in Q1 2021 and held it in 2 quarters. The position peaked at $405K in Q1 2021. 172 funds tracked by Wall St. Rank hold VTWV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 131 Vanguard Russell 2000 Value ETF shares in Q4 2025, an estimated $20.4K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Russell 2000 Value ETF in Q1 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Vanguard Russell 2000 Value ETF position peaked at $405K in Q1 2021.
  • 172 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.