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Curtis Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Curtis Advisory Group’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 		$3.99M Buy
32,853
+1,981
+6% +$225K 0.77% 32
2026
Q1 		$3.09M Buy
30,872
+40
+0.1% +$4.17K 0.67% 34
2025
Q4 		$3.07M Buy
30,832
+101
+0.3% +$10K 0.64% 35
2025
Q3 		$3.01M Buy
30,731
+863
+3% +$80.1K 0.68% 31
2025
Q2 		$2.61M Buy
29,868
+1,348
+5% +$110K 0.65% 30
2025
Q1 		$2.3M Sell
28,520
-2,618
-8% -$230K 0.68% 30
2024
Q4 		$2.78M Buy
31,138
+1,184
+4% +$109K 0.74% 31
2024
Q3 		$2.68M Sell
29,954
-163
-0.5% -$14.1K 0.76% 30
2024
Q2 		$2.47M Sell
30,117
-350
-1% -$28.6K 0.87% 29
2024
Q1 		$2.59M Sell
30,467
-66
-0.2% -$5.32K 1% 25
2023
Q4 		$2.48M Buy
+30,533
New +$2.21M 1.13% 22

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Curtis Advisory Group's VTWO Position: Q2 2026 in Review

Curtis Advisory Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 6.4% in Q2 2026, buying an estimated $225K and bringing the position to 32,853 shares worth $3.99M. The position accounts for 0.77% of the portfolio, ranked #32.

Curtis Advisory Group first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Curtis Advisory Group held 32,853 shares of Vanguard Russell 2000 ETF worth $3.99M as of Q2 2026.
  • Curtis Advisory Group bought 1,981 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $225K.
  • Vanguard Russell 2000 ETF made up 0.77% of Curtis Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Curtis Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.