Compass Financial Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Compass Financial Management’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	$1.04M	Buy	+8,573	New	+$973K	0.13%	177

Other funds holding VTWO

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Compass Financial Management's VTWO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 8,573 shares worth $1.04M. The stake represents 0.13% of the portfolio and ranks #177 among its holdings.

715 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Compass Financial Management held 8,573 shares of Vanguard Russell 2000 ETF worth $1.04M as of Q2 2026.
Vanguard Russell 2000 ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.13% of Compass Financial Management's portfolio in Q2 2026, its #177 holding.
715 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.