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Dickmeyer Boyce Financial Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Dickmeyer Boyce Financial Management’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 		$1.08M Buy
5,851
+227
+4% +$44.3K 0.55% 49
2026
Q2 		$1.1M Buy
5,624
+427
+8% +$78.8K 0.57% 47
2026
Q1 		$869K Buy
+5,197
New +$887K 0.51% 54

Other funds holding VTWV

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Dickmeyer Boyce Financial Management's VTWV Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 4% in Q3 2026, buying an estimated $44.3K and bringing the position to 5,851 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #49.

Dickmeyer Boyce Financial Management first reported a position in VTWV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2026. 6 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 5,851 shares of Vanguard Russell 2000 Value ETF worth $1.08M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 227 Vanguard Russell 2000 Value ETF shares in Q3 2026, an estimated $44.3K.
  • Vanguard Russell 2000 Value ETF made up 0.55% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #49 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Vanguard Russell 2000 Value ETF position peaked at $1.1M in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.