Clune & Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Clune & Associates’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 Q3	$361K	Buy	3,220 +4	+0.1%	+$475	0.06%	128
2026 Q2	$390K	Buy	3,216 +4	+0.1%	+$454	0.06%	131
2026 Q1	$322K	Buy	3,212 +3	+0.1%	+$313	0.06%	134
2025 Q4	$319K	Buy	3,209 +297	+10%	+$29.5K	0.07%	133
2025 Q3	$285K	Sell	2,912 -409	-12%	-$38K	0.07%	130
2025 Q2	$290K	Buy	+3,321	New	+$270K	0.08%	124

Other funds holding VTWO

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clune & Associates's VTWO Position: Q3 2026 in Review

Clune & Associates increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.12% in Q3 2026, buying an estimated $475 and bringing the position to 3,220 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #128.

Clune & Associates first reported a position in VTWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $390K in Q2 2026. 206 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Clune & Associates held 3,220 shares of Vanguard Russell 2000 ETF worth $361K as of Q3 2026.
Clune & Associates bought 4 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $475.
Vanguard Russell 2000 ETF made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #128 holding.
Clune & Associates first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
Clune & Associates's Vanguard Russell 2000 ETF position peaked at $390K in Q2 2026.
206 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.