Caerus Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Caerus Investment 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	$620K	Buy	6,188 +347	+6%	+$36.2K	0.26%	80
2025 Q4	$581K	Buy	+5,841	New	+$581K	0.19%	121
2022 Q4	–	Sell	-5,600	Closed	-$373K	–	60
2022 Q3	$373K	Hold	5,600	–	–	0.47%	31
2022 Q2	$383K	Hold	5,600	–	–	0.46%	36
2022 Q1	$395K	Hold	5,600	–	–	0.48%	35
2021 Q4	$503K	Buy	+5,600	New	+$511K	0.54%	32

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Caerus Investment Advisors's VTWO Position: Q1 2026 in Review

Caerus Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 5.9% in Q1 2026, buying an estimated $36.2K and bringing the position to 6,188 shares worth $620K. The position accounts for 0.26% of the portfolio, ranked #80.

Caerus Investment Advisors first reported a position in VTWO in Q4 2021 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Caerus Investment Advisors held 6,188 shares of Vanguard Russell 2000 ETF worth $620K as of Q1 2026.
Caerus Investment Advisors bought 347 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $36.2K.
Vanguard Russell 2000 ETF made up 0.26% of Caerus Investment Advisors's portfolio in Q1 2026, its #80 holding.
Caerus Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 6 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.