WIA
VTWV icon

World Investment Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

World Investment 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
2022
Q4 		– Sell
-5,336
Closed -$608K – 272
2022
Q3 		$608K Hold
5,336
– – 0.14% 113
2022
Q2 		$703K Buy
5,336
+93
+2% +$12.1K 0.15% 115
2022
Q1 		$740K Buy
5,243
+6
+0.1% +$837 0.15% 109
2021
Q4 		$722K Buy
5,237
+589
+13% +$86.1K 0.15% 112
2021
Q3 		$656K Buy
4,648
+2,090
+82% +$294K 0.15% 104
2021
Q2 		$373K Buy
2,558
+96
+4% +$13.9K 0.09% 159
2021
Q1 		$348K Buy
2,462
+297
+14% +$39.3K 0.08% 158
2020
Q4 		$289K Buy
+2,165
New +$224K 0.07% 167

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return