STACKSTONE WEALTH, LLC’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$2.3M	Buy	+12,452	New	+$2.43M	0.23%	128

Other funds holding VTWV

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VTWV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q3 2026: 12,452 shares worth $2.3M. The stake represents 0.23% of the portfolio and ranks #128 among its holdings.

26 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

STACKSTONE WEALTH, LLC held 12,452 shares of Vanguard Russell 2000 Value ETF worth $2.3M as of Q3 2026.
Vanguard Russell 2000 Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Russell 2000 Value ETF made up 0.23% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #128 holding.
26 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.