Central Valley Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Central Valley 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	$16.6M	Sell	136,486 -2,870	-2%	-$326K	4.25%	1
2026 Q1	$14M	Buy	139,356 +1,095	+0.8%	+$114K	3.81%	3
2025 Q4	$13.8M	Buy	138,261 +1,628	+1%	+$162K	4.11%	3
2025 Q3	$13.4M	Buy	136,633 +271	+0.2%	+$25.2K	4.14%	2
2025 Q2	$11.9M	Buy	136,362 +3,255	+2%	+$265K	4.05%	2
2025 Q1	$10.7M	Buy	133,107 +8,882	+7%	+$779K	4.07%	2
2024 Q4	$11.1M	Buy	+124,225	New	+$11.5M	5.04%	3

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

Central Valley Advisors's VTWO Position: Q2 2026 in Review

Central Valley Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.1% in Q2 2026, selling an estimated $326K and leaving 136,486 shares worth $16.6M. The position accounts for 4.25% of the portfolio, ranked #1.

Central Valley Advisors first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Central Valley Advisors held 136,486 shares of Vanguard Russell 2000 ETF worth $16.6M as of Q2 2026.
Central Valley Advisors sold 2,870 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $326K.
Vanguard Russell 2000 ETF made up 4.25% of Central Valley Advisors's portfolio in Q2 2026, its #1 holding.
Central Valley Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.