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WFA
WestHill Financial Advisors’s
Vanguard Russell 2000 Value ETF
VTWV
Stock Holding History
WestHill Financial Advisors’s Portfolio
VTWV Stock Details
VTWV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$9.74M
Sell
58,233
-937
-2%
-$160K
1.86%
11
2025
Q4
$9.46M
Buy
59,170
+183
+0.3%
+$29K
1.8%
13
2025
Q3
$9.19M
Buy
58,987
+1,803
+3%
+$268K
1.8%
13
2025
Q2
$7.95M
Buy
57,184
+78
+0.1%
+$10.2K
1.69%
13
2025
Q1
$7.6M
Buy
57,106
+1,766
+3%
+$251K
1.74%
12
2024
Q4
$8M
Buy
55,340
+1,234
+2%
+$186K
1.79%
13
2024
Q3
$7.96M
Buy
54,106
+689
+1%
+$98.7K
1.79%
13
2024
Q2
$7.16M
Buy
53,417
+164
+0.3%
+$22.1K
1.74%
13
2024
Q1
$7.45M
Buy
53,253
+2,166
+4%
+$288K
1.83%
12
2023
Q4
$6.98M
Buy
51,087
+709
+1%
+$86.4K
1.85%
12
2023
Q3
$6.01M
Buy
50,378
+3,723
+8%
+$469K
1.76%
13
2023
Q2
$5.77M
Buy
46,655
+802
+2%
+$95.3K
1.63%
14
2023
Q1
$5.53M
Sell
45,853
-150
-0.3%
-$19.1K
1.65%
14
2022
Q4
$5.6M
Sell
46,003
-182
-0.4%
-$22.6K
1.79%
13
2022
Q3
$5.23M
Buy
46,185
+597
+1%
+$75.7K
1.78%
12
2022
Q2
$5.43M
Buy
45,588
+1,084
+2%
+$141K
1.79%
12
2022
Q1
$6.28M
Buy
44,504
+3,273
+8%
+$457K
1.81%
12
2021
Q4
$5.99M
Buy
41,231
+1,217
+3%
+$178K
1.69%
15
2021
Q3
$5.62M
Buy
+40,014
New
+$5.63M
1.74%
14
2021
Q1
$5.2M
Sell
37,217
-4,244
-10%
-$562K
1.85%
13
2020
Q4
$4.79M
Buy
+41,461
New
+$4.29M
1.88%
12
Other funds holding VTWV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Pathstone Holdings
Englewood, New Jersey
$25.1B AUM
22.95%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
QIM
Quest Investment Management
Lake Oswego, Oregon
$857M AUM
21.67%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BFA
Bragg Financial Advisors
Charlotte, North Carolina
$3.16B AUM
26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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