B.O.S.S. Retirement Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

B.O.S.S. Retirement 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	$596K	Sell	4,910 -879	-15%	-$99.8K	0.16%	84
2026 Q1	$580K	Sell	5,789 -696	-11%	-$72.6K	0.18%	85
2025 Q4	$645K	Sell	6,485 -11,650	-64%	-$1.16M	0.2%	84
2025 Q3	$1.77M	Buy	18,135 +3,310	+22%	+$307K	0.42%	52
2025 Q2	$1.29M	Buy	14,825 +1,138	+8%	+$92.6K	0.32%	65
2025 Q1	$1.1M	Sell	13,687 -748	-5%	-$65.6K	0.32%	65
2024 Q4	$1.29M	Buy	+14,435	New	+$1.33M	0.36%	62
2024 Q1	–	Sell	-16,350	Closed	-$1.33M	–	235
2023 Q4	$1.33M	Sell	16,350 -4,567	-22%	-$331K	0.26%	134
2023 Q3	$1.49M	Buy	20,917 +2,132	+11%	+$162K	0.32%	117
2023 Q2	$1.42M	Buy	18,785 +2,572	+16%	+$185K	0.3%	142
2023 Q1	$1.17M	Buy	16,213 +651	+4%	+$48.4K	0.27%	136
2022 Q4	$1.1M	Buy	+15,562	New	+$1.12M	0.28%	132

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

B.O.S.S. Retirement Advisors's VTWO Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $99.8K and leaving 4,910 shares worth $596K. The position accounts for 0.16% of the portfolio, ranked #84.

B.O.S.S. Retirement Advisors first reported a position in VTWO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.77M in Q3 2025. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

B.O.S.S. Retirement Advisors held 4,910 shares of Vanguard Russell 2000 ETF worth $596K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 879 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $99.8K.
Vanguard Russell 2000 ETF made up 0.16% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #84 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's Vanguard Russell 2000 ETF position peaked at $1.77M in Q3 2025.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.