Comprehensive Financial Planning’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Comprehensive Financial Planning’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	$83.6K	Buy	689 +2	+0.3%	+$227	0.04%	149
2026 Q1	$68.8K	Buy	687 +2	+0.3%	+$209	0.05%	143
2025 Q4	$68.2K	Buy	685 +2	+0.3%	+$199	0.05%	147
2025 Q3	$66.8K	Buy	683 +3	+0.4%	+$278	0.05%	148
2025 Q2	$59.3K	Buy	680 +2	+0.3%	+$163	0.05%	144
2025 Q1	$54.7K	Buy	678 +2	+0.3%	+$175	0.05%	132
2024 Q4	$60.4K	Buy	+676	New	+$62.4K	0.05%	148

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

Comprehensive Financial Planning's VTWO Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.29% in Q2 2026, buying an estimated $227 and bringing the position to 689 shares worth $83.6K. The position accounts for 0.04% of the portfolio, ranked #149.

Comprehensive Financial Planning first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Comprehensive Financial Planning held 689 shares of Vanguard Russell 2000 ETF worth $83.6K as of Q2 2026.
Comprehensive Financial Planning bought 2 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $227.
Vanguard Russell 2000 ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #149 holding.
Comprehensive Financial Planning first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.