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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Beacon Financial Advisory's VTWO Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.5% in Q1 2026, selling an estimated $11.9K and leaving 3,137 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #299.

Beacon Financial Advisory first reported a position in VTWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $325K in Q3 2025. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Beacon Financial Advisory held 3,137 shares of Vanguard Russell 2000 ETF worth $314K as of Q1 2026.
  • Beacon Financial Advisory sold 114 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $11.9K.
  • Vanguard Russell 2000 ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #299 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Vanguard Russell 2000 ETF position peaked at $325K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.