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

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

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. 743 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.
743 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.