Farther Finance Advisors, LLC VTWV VANGUARD RUSSELL 2000 VALUE ETF

Ownership history in Farther Finance Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported VANGUARD RUSSELL 2000 VALUE ETF (VTWV) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows VTWV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in VANGUARD RUSSELL 2000 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTWV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held VTWV — position size vs. price
% of Fund (quarterly)    VTWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 808 +1 +0.1% 0.00% $158K 2026-07-17 $196.20
2026 Q1 ADDED 807 +269 +50.0% 0.00% $136K 2026-04-07 $169.75
2025 Q4 ADDED 538 +2 +0.4% 0.00% $86K 2026-01-23 $171.22
2025 Q3 ADDED 536 +99 +22.7% 0.00% $84K 2025-10-14 $156.17
2025 Q2 ADDED 437 +399 +1050.0% 0.00% $61K 2025-07-11 $142.71
2025 Q1 INITIATED 38 0.00% $5K 2025-04-14 $119.48

FAQ About Farther Finance Advisors, LLC and VTWV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning VTWV?

Farther Finance Advisors, LLC reported VTWV across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VTWV position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for VTWV was 0.00% in 2026 Q1.

What is the latest reported VTWV position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 808 shares, equal to 0.00% of portfolio, with an estimated market value of $158K.

What does the chart on this VTWV ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly VTWV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their VTWV position?

Based on 13F filing dates vs. subsequent VTWV price moves, Farther Finance Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VTWV relative to SPY over the holding period was +13.7%.

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