Collective Family Office’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Collective Family Office’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	$419K	Sell	3,450 -600	-15%	-$68.1K	0.09%	128
2026 Q1	$406K	Hold	4,050	–	–	0.09%	119
2025 Q4	$403K	Hold	4,050	–	–	0.09%	121
2025 Q3	$396K	Hold	4,050	–	–	0.1%	122
2025 Q2	$353K	Sell	4,050 -12	-0.3%	-$976	0.09%	125
2025 Q1	$328K	Hold	4,062	–	–	0.09%	126
2024 Q4	$363K	Buy	4,062 +12	+0.3%	+$1.11K	0.1%	126
2024 Q3	$362K	Sell	4,050 -400	-9%	-$34.6K	0.1%	131
2024 Q2	$365K	Hold	4,450	–	–	0.11%	131
2024 Q1	$379K	Hold	4,450	–	–	0.12%	131
2023 Q4	$361K	Buy	+4,450	New	+$322K	0.13%	118

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

Collective Family Office's VTWO Position: Q2 2026 in Review

Collective Family Office reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $68.1K and leaving 3,450 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #128.

Collective Family Office first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Collective Family Office held 3,450 shares of Vanguard Russell 2000 ETF worth $419K as of Q2 2026.
Collective Family Office sold 600 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $68.1K.
Vanguard Russell 2000 ETF made up 0.09% of Collective Family Office's portfolio in Q2 2026, its #128 holding.
Collective Family Office first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.