Gleason Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Gleason Group’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	$151K	Buy	772 +3	+0.4%	+$554	0.01%	83
2026 Q1	$129K	Buy	769 +3	+0.4%	+$512	0.01%	80
2025 Q4	$123K	Buy	766 +4	+0.5%	+$633	0.01%	85
2025 Q3	$119K	Buy	762 +4	+0.5%	+$596	0.01%	80
2025 Q2	$105K	Buy	758 +3	+0.4%	+$394	0.01%	84
2025 Q1	$100K	Buy	755 +3	+0.4%	+$427	0.02%	81
2024 Q4	$109K	Buy	752 +5	+0.7%	+$752	0.02%	80
2024 Q3	$110K	Buy	747 +459	+159%	+$65.7K	0.02%	83
2024 Q2	$38.6K	Hold	288	–	–	0.01%	134
2024 Q1	$40.3K	Buy	288 +1	+0.3%	+$133	0.01%	123
2023 Q4	$39.2K	Buy	287 +2	+0.7%	+$244	0.01%	124
2023 Q3	$34.1K	Buy	285 +2	+0.7%	+$252	0.01%	131
2023 Q2	$35K	Buy	283 +1	+0.4%	+$119	0.01%	132
2023 Q1	$34K	Buy	282 +1	+0.4%	+$127	0.01%	128
2022 Q4	$34.2K	Buy	281 +4	+1%	+$496	0.01%	129
2022 Q3	$31K	Buy	+277	New	+$35.1K	0.01%	132

Other funds holding VTWV

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

CRA

Clear Retirement Advice San Mateo, California $146M AUM

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gleason Group's VTWV Position: Q2 2026 in Review

Gleason Group increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 0.39% in Q2 2026, buying an estimated $554 and bringing the position to 772 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #83.

Gleason Group first reported a position in VTWV in Q3 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

Gleason Group held 772 shares of Vanguard Russell 2000 Value ETF worth $151K as of Q2 2026.
Gleason Group bought 3 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $554.
Vanguard Russell 2000 Value ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #83 holding.
Gleason Group first reported a position in Vanguard Russell 2000 Value ETF in Q3 2022 and has held it in 16 quarters since.
20 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.