AIFS
VTWO icon

A&I Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

A&I Financial Services’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
Q2 		$320K Sell
2,634
-31
-1% -$3.52K 0.14% 60
2026
Q1 		$267K Buy
2,665
+27
+1% +$2.81K 0.13% 62
2025
Q4 		$263K Sell
2,638
-45
-2% -$4.47K 0.12% 68
2025
Q3 		$263K Sell
2,683
-80
-3% -$7.42K 0.13% 65
2025
Q2 		$241K Buy
2,763
+87
+3% +$7.08K 0.14% 68
2025
Q1 		$216K Buy
+2,676
New +$235K 0.15% 68

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

A&I Financial Services's VTWO Position: Q2 2026 in Review

A&I Financial Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.2% in Q2 2026, selling an estimated $3.52K and leaving 2,634 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #60.

A&I Financial Services first reported a position in VTWO in Q1 2025 and has held it in 6 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • A&I Financial Services held 2,634 shares of Vanguard Russell 2000 ETF worth $320K as of Q2 2026.
  • A&I Financial Services sold 31 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $3.52K.
  • Vanguard Russell 2000 ETF made up 0.14% of A&I Financial Services's portfolio in Q2 2026, its #60 holding.
  • A&I Financial Services first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.