WFA
VTWV icon

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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.4M Sell
56,502
-1,455
-3% -$284K 1.75% 13
2026
Q2 		$11.3M Sell
57,957
-276
-0.5% -$50.9K 1.93% 12
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WestHill Financial Advisors's VTWV Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 2.5% in Q3 2026, selling an estimated $284K and leaving 56,502 shares worth $10.4M. The position accounts for 1.75% of the portfolio, ranked #13.

WestHill Financial Advisors first reported a position in VTWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q2 2026. 15 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

  • WestHill Financial Advisors held 56,502 shares of Vanguard Russell 2000 Value ETF worth $10.4M as of Q3 2026.
  • WestHill Financial Advisors sold 1,455 Vanguard Russell 2000 Value ETF shares in Q3 2026, an estimated $284K.
  • Vanguard Russell 2000 Value ETF made up 1.75% of WestHill Financial Advisors's portfolio in Q3 2026, its #13 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • WestHill Financial Advisors's Vanguard Russell 2000 Value ETF position peaked at $11.3M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.