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Beacon Financial Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Beacon Financial Advisory’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Sell
2,717
-420
-13% -$47.7K 0.06% 317
2026
Q1 		$314K Sell
3,137
-114
-4% -$11.9K 0.07% 299
2025
Q4 		$324K Sell
3,251
-75
-2% -$7.46K 0.08% 284
2025
Q3 		$325K Buy
3,326
+45
+1% +$4.18K 0.08% 281
2025
Q2 		$286K Sell
3,281
-79
-2% -$6.43K 0.07% 279
2025
Q1 		$271K Buy
+3,360
New +$295K 0.08% 256

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beacon Financial Advisory's VTWO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Vanguard Russell 2000 ETF (VTWO) stake by 13% in Q2 2026, selling an estimated $47.7K and leaving 2,717 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #317.

Beacon Financial Advisory first reported a position in VTWO in Q1 2025 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Beacon Financial Advisory held 2,717 shares of Vanguard Russell 2000 ETF worth $330K as of Q2 2026.
  • Beacon Financial Advisory sold 420 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $47.7K.
  • Vanguard Russell 2000 ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #317 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.