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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

World Investment Advisors's VTWV Position: Q4 2022 in Review

World Investment Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 5,336 shares — an estimated $608K sold.

World Investment Advisors first reported a position in VTWV in Q4 2020 and held it in 8 quarters. The position peaked at $740K in Q1 2022. 144 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

World Investment Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 5,336 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $608K.
World Investment Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2020 and held it in 8 quarters.
World Investment Advisors's Vanguard Russell 2000 Value ETF position peaked at $740K in Q1 2022.
144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.