BFC Planning, Inc.’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

BFC Planning, Inc.’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	$3.91K	Buy	+20	New	+$3.69K	﹤0.01%	2762

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

BFC Planning, Inc.'s VTWV Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 20 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings.

196 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

BFC Planning, Inc. held 20 shares of Vanguard Russell 2000 Value ETF worth $3.91K as of Q2 2026.
Vanguard Russell 2000 Value ETF was a new BFC Planning, Inc. position in Q2 2026.
Vanguard Russell 2000 Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2762 holding.
196 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.