Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) is a passively managed exchange traded fund launched on September 22, 2010.
Launched on September 22, 2010, the Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the Vanguard Russell 2000 Value ETF (VTWV) is a passively managed exchange traded fund launched on September 22, 2010.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 950 | $138,035 | $185,777.25 | $47,742.25 | 34.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 609 | $89,178.68 | $118,785.45 | $29,606.77 | 33.2% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 83,703 | $7.35M | $16.32M | $8.97M | 122.14% |
| YA Yinka Akinsola Blue Trust Inc. | 49 | $6,219.95 | $9,561.12 | $3,341.17 | 53.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,898 | $303,547.14 | $370,565.52 | $67,018.38 | 22.08% |
| NASDAQ (NMS) Exchange | US Country |
The company operates as a fund advisor, primarily focusing on an indexing investment strategy. This approach aims to mimic the performance of the Russell 2000® Value Index, which is an indicator of the performance of small-capitalization value stocks in the United States. Through a meticulous investment process, the advisor seeks to achieve a portfolio that closely reflects the composition and performance of the target index, emphasizing stocks that are deemed to present value opportunities. The objective is to invest in a way that the holdings within the fund's portfolio are in nearly the same proportion as those in the Russell 2000® Value Index, thereby striving to deliver similar returns to investors as the index itself.
The company offers tailored investment products and services designed to meet the diverse needs of investors, focusing on tracking the performance of specific market indices. The primary offerings include: