Checchi Capital Advisers’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Checchi Capital Advisers’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	$2.75M	Buy	22,614 +1,560	+7%	+$177K	0.12%	115
2026 Q1	$2.11M	Buy	21,054 +1,689	+9%	+$176K	0.11%	129
2025 Q4	$1.93M	Buy	19,365 +1,769	+10%	+$176K	0.1%	129
2025 Q3	$1.72M	Buy	17,596 +1,417	+9%	+$132K	0.09%	137
2025 Q2	$1.41M	Buy	16,179 +2,198	+16%	+$179K	0.08%	168
2025 Q1	$1.13M	Buy	13,981 +1,616	+13%	+$142K	0.06%	202
2024 Q4	$1.1M	Buy	12,365 +271	+2%	+$25K	0.06%	185
2024 Q3	$1.08M	Hold	12,094	–	–	0.06%	190
2024 Q2	$991K	Hold	12,094	–	–	0.05%	189
2024 Q1	$1.03M	Hold	12,094	–	–	0.08%	190
2023 Q4	$981K	Buy	12,094 +7,128	+144%	+$516K	0.08%	186
2023 Q3	$355K	Buy	+4,966	New	+$377K	0.03%	365

Other funds holding VTWO

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Checchi Capital Advisers's VTWO Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard Russell 2000 ETF (VTWO) stake by 7.4% in Q2 2026, buying an estimated $177K and bringing the position to 22,614 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #115.

Checchi Capital Advisers first reported a position in VTWO in Q3 2023 and has held it in 12 quarters since. 466 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Checchi Capital Advisers held 22,614 shares of Vanguard Russell 2000 ETF worth $2.75M as of Q2 2026.
Checchi Capital Advisers bought 1,560 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $177K.
Vanguard Russell 2000 ETF made up 0.12% of Checchi Capital Advisers's portfolio in Q2 2026, its #115 holding.
Checchi Capital Advisers first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
466 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.