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Beacon Investment Advisory Services’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$217 Hold
1
– – ﹤0.01% 797
2026
Q1 		$185 Buy
+1
New +$171 ﹤0.01% 768

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EH
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SC
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Beacon Investment Advisory Services's VTWV Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Russell 2000 Value ETF (VTWV) position steady in Q2 2026 at 1 share worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Beacon Investment Advisory Services first reported a position in VTWV in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Beacon Investment Advisory Services held 1 share of Vanguard Russell 2000 Value ETF worth $217 as of Q2 2026.
  • Beacon Investment Advisory Services left its Vanguard Russell 2000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #797 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.