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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
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

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

WestHill Financial Advisors's VTWV Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.47% in Q2 2026, selling an estimated $50.9K and leaving 57,957 shares worth $11.3M. The position accounts for 1.93% of the portfolio, ranked #12.

WestHill Financial Advisors first reported a position in VTWV in Q4 2020 and has held it in 22 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • WestHill Financial Advisors held 57,957 shares of Vanguard Russell 2000 Value ETF worth $11.3M as of Q2 2026.
  • WestHill Financial Advisors sold 276 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $50.9K.
  • Vanguard Russell 2000 Value ETF made up 1.93% of WestHill Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.