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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Vilga Financial Planning Fair Lawn, New Jersey $132M AUM