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

Arkadios 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 Q2	$725K	Sell	5,972 -91	-2%	-$10.3K	0.01%	940
2026 Q1	$607K	Buy	6,063 +159	+3%	+$16.6K	0.01%	1015
2025 Q4	$588K	Buy	+5,904	New	+$587K	0.01%	925
2021 Q4	–	Sell	-242	Closed	-$21K	–	1762
2021 Q3	$21K	Hold	242	–	–	﹤0.01%	1203
2021 Q2	$22K	Hold	242	–	–	﹤0.01%	1248
2021 Q1	$21K	Buy	+242	New	+$21.3K	﹤0.01%	958

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Arkadios Wealth Advisors's VTWO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.5% in Q2 2026, selling an estimated $10.3K and leaving 5,972 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #940.

Arkadios Wealth Advisors first reported a position in VTWO in Q1 2021 and has held it in 6 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Arkadios Wealth Advisors held 5,972 shares of Vanguard Russell 2000 ETF worth $725K as of Q2 2026.
Arkadios Wealth Advisors sold 91 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Russell 2000 ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #940 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 6 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.