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Allegheny Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Allegheny Financial Group’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 		$1.08M Buy
8,921
+585
+7% +$66.4K 0.12% 104
2026
Q1 		$835K Sell
8,336
-409
-5% -$42.6K 0.11% 117
2025
Q4 		$870K Buy
8,745
+6,317
+260% +$628K 0.13% 114
2025
Q3 		$238K Buy
+2,428
New +$225K 0.04% 229

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 22.9% 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

Allegheny Financial Group's VTWO Position: Q2 2026 in Review

Allegheny Financial Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 7% in Q2 2026, buying an estimated $66.4K and bringing the position to 8,921 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #104.

Allegheny Financial Group first reported a position in VTWO in Q3 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Allegheny Financial Group held 8,921 shares of Vanguard Russell 2000 ETF worth $1.08M as of Q2 2026.
  • Allegheny Financial Group bought 585 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $66.4K.
  • Vanguard Russell 2000 ETF made up 0.12% of Allegheny Financial Group's portfolio in Q2 2026, its #104 holding.
  • Allegheny Financial Group first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.