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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
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

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Clune & Associates's VTWO Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.12% in Q2 2026, buying an estimated $454 and bringing the position to 3,216 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #131.

Clune & Associates first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Clune & Associates held 3,216 shares of Vanguard Russell 2000 ETF worth $390K as of Q2 2026.
  • Clune & Associates bought 4 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $454.
  • Vanguard Russell 2000 ETF made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #131 holding.
  • Clune & Associates first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.