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Clearstead Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Clearstead 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 		$612K Buy
5,040
+2,303
+84% +$261K 0.01% 683
2026
Q1 		$274K Buy
2,737
+323
+13% +$33.7K ﹤0.01% 892
2025
Q4 		$240K Sell
2,414
-304
-11% -$30.2K ﹤0.01% 887
2025
Q3 		$266K Buy
2,718
+915
+51% +$84.9K ﹤0.01% 811
2025
Q2 		$157K Buy
1,803
+1
+0.1% +$81 ﹤0.01% 943
2025
Q1 		$145K Buy
1,802
+1,401
+349% +$123K ﹤0.01% 900
2024
Q4 		$35.8K Buy
401
+301
+301% +$27.8K ﹤0.01% 1240
2024
Q3 		$8.96K Sell
100
-413
-81% -$35.7K ﹤0.01% 1605
2024
Q2 		$42.1K Hold
513
– – ﹤0.01% 1207
2024
Q1 		$42.5K Hold
513
– – ﹤0.01% 804
2023
Q4 		$41.6K Hold
513
– – ﹤0.01% 792
2023
Q3 		$36.6K Sell
513
-8
-2% -$607 ﹤0.01% 775
2023
Q2 		$39.4K Hold
521
– – ﹤0.01% 774
2023
Q1 		$37.6K Hold
521
– – ﹤0.01% 720
2022
Q4 		$36.7K Buy
521
+517
+12,925% +$37.1K ﹤0.01% 677
2022
Q3 		$0 Buy
+4
New +$294 ﹤0.01% 1374

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Clearstead Advisors's VTWO Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 84% in Q2 2026, buying an estimated $261K and bringing the position to 5,040 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #683.

Clearstead Advisors first reported a position in VTWO in Q3 2022 and has held it in 16 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Clearstead Advisors held 5,040 shares of Vanguard Russell 2000 ETF worth $612K as of Q2 2026.
  • Clearstead Advisors bought 2,303 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Russell 2000 ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #683 holding.
  • Clearstead Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.