WFP
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Wrenne Financial Planning’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Wrenne Financial Planning’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 		$1.08M Sell
5,544
-448
-7% -$82.7K 0.37% 23
2026
Q1 		$1M Sell
5,992
-16
-0.3% -$2.73K 0.39% 22
2025
Q4 		$961K Buy
6,008
+31
+0.5% +$4.91K 0.39% 24
2025
Q3 		$932K Sell
5,977
-57
-0.9% -$8.49K 0.4% 25
2025
Q2 		$839K Buy
+6,034
New +$791K 0.39% 24

Other funds holding VTWV

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Wrenne Financial Planning's VTWV Position: Q2 2026 in Review

Wrenne Financial Planning reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 7.5% in Q2 2026, selling an estimated $82.7K and leaving 5,544 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #23.

Wrenne Financial Planning first reported a position in VTWV in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Wrenne Financial Planning held 5,544 shares of Vanguard Russell 2000 Value ETF worth $1.08M as of Q2 2026.
  • Wrenne Financial Planning sold 448 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $82.7K.
  • Vanguard Russell 2000 Value ETF made up 0.37% of Wrenne Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Wrenne Financial Planning first reported a position in Vanguard Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.