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 Q2	$751K	Buy	6,189 +1	+0%	+$114	0.25%	74
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 $1.55T 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

Caerus Investment Advisors's VTWO Position: Q2 2026 in Review

Caerus Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.02% in Q2 2026, buying an estimated $114 and bringing the position to 6,189 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #74.

Caerus Investment Advisors first reported a position in VTWO in Q4 2021 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Caerus Investment Advisors held 6,189 shares of Vanguard Russell 2000 ETF worth $751K as of Q2 2026.
Caerus Investment Advisors bought 1 Vanguard Russell 2000 ETF share in Q2 2026, an estimated $114.
Vanguard Russell 2000 ETF made up 0.25% of Caerus Investment Advisors's portfolio in Q2 2026, its #74 holding.
Caerus Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.