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Arete Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Arete Wealth Advisors’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
Q1 		$2.44M Buy
24,339
+922
+4% +$96.1K 0.18% 144
2025
Q4 		$2.33M Sell
23,417
-544
-2% -$54.1K 0.14% 155
2025
Q3 		$2.34M Buy
23,961
+1,346
+6% +$125K 0.15% 139
2025
Q2 		$1.97M Sell
22,615
-56
-0.2% -$4.55K 0.14% 149
2025
Q1 		$1.83M Buy
22,671
+1,155
+5% +$101K 0.14% 157
2024
Q4 		$1.93M Buy
21,516
+2,415
+13% +$223K 0.14% 155
2024
Q3 		$1.7M Sell
19,101
-1,104
-5% -$95.5K 0.15% 147
2024
Q2 		$1.65M Sell
20,205
-7,895
-28% -$645K 0.14% 152
2024
Q1 		$2.39M Buy
28,100
+11,477
+69% +$925K 0.22% 109
2023
Q4 		$1.35M Buy
+16,623
New +$1.2M 0.1% 193
2023
Q3 		– Sell
-28,799
Closed -$2.18M – 733
2023
Q2 		$2.18M Buy
28,799
+20,419
+244% +$1.47M 0.19% 116
2023
Q1 		$604K Buy
8,380
+24
+0.3% +$1.78K 0.05% 299
2022
Q4 		$588M Buy
8,356
+400
+5% +$28.7K 0.05% 294
2022
Q3 		$530K Buy
7,956
+121
+2% +$8.91K 0.05% 286
2022
Q2 		$536K Buy
7,835
+444
+6% +$33K 0.05% 234
2022
Q1 		$612K Buy
7,391
+855
+13% +$70.3K 0.05% 248
2021
Q4 		$594K Sell
6,536
-22
-0.3% -$2.01K 0.05% 259
2021
Q3 		$580K Buy
6,558
+60
+0.9% +$5.37K 0.06% 235
2021
Q2 		$589K Hold
6,498
– – 0.08% 184
2021
Q1 		$579K Buy
6,498
+80
+1% +$7.05K 0.07% 219
2020
Q4 		$508K Hold
6,418
– – 0.07% 230
2020
Q3 		$396K Sell
6,418
-54
-0.8% -$3.27K 0.06% 253
2020
Q2 		$373K Hold
6,472
– – 0.06% 260
2020
Q1 		$298K Hold
6,472
– – 0.06% 244
2019
Q4 		$431K Sell
6,472
-202
-3% -$12.8K 0.07% 255
2019
Q3 		$406K Sell
6,674
-348
-5% -$21.4K 0.08% 246
2019
Q2 		$439K Sell
7,022
-14
-0.2% -$868 0.09% 240
2019
Q1 		$433K Sell
7,036
-14
-0.2% -$845 0.09% 231
2018
Q4 		$379K Sell
7,050
-272
-4% -$16.3K 0.09% 229
2018
Q3 		$495K Sell
7,322
-34
-0.5% -$2.31K 0.11% 188
2018
Q2 		$483K Hold
7,356
– – 0.12% 199
2018
Q1 		$448K Sell
7,356
-2,404
-25% -$149K 0.15% 181
2017
Q4 		$597K Sell
9,760
-602
-6% -$36.3K 0.19% 144
2017
Q3 		$616K Buy
10,362
+34
+0.3% +$1.92K 0.25% 129
2017
Q2 		$582K Buy
10,328
+228
+2% +$12.7K 0.27% 106
2017
Q1 		$557K Buy
10,100
+1,696
+20% +$92.9K 0.24% 91
2016
Q4 		$454K Buy
8,404
+1,596
+23% +$81.7K 0.21% 102
2016
Q3 		$339K Buy
6,808
+1,766
+35% +$86.1K 0.19% 101
2016
Q2 		$232K Buy
+5,042
New +$228K 0.15% 117

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Arete Wealth Advisors's VTWO Position: Q1 2026 in Review

Arete Wealth Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 3.9% in Q1 2026, buying an estimated $96.1K and bringing the position to 24,339 shares worth $2.44M. The position accounts for 0.18% of the portfolio, ranked #144.

Arete Wealth Advisors first reported a position in VTWO in Q2 2016 and has held it in 39 quarters since. The position peaked at $588M in Q4 2022. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Arete Wealth Advisors held 24,339 shares of Vanguard Russell 2000 ETF worth $2.44M as of Q1 2026.
  • Arete Wealth Advisors bought 922 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $96.1K.
  • Vanguard Russell 2000 ETF made up 0.18% of Arete Wealth Advisors's portfolio in Q1 2026, its #144 holding.
  • Arete Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2016 and has held it in 39 quarters since.
  • Arete Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $588M in Q4 2022.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.