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 Q3	$3.74M	Buy	33,302 +449	+1%	+$53.3K	0.7%	33
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

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Curtis Advisory Group's VTWO Position: Q3 2026 in Review

Curtis Advisory Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.4% in Q3 2026, buying an estimated $53.3K and bringing the position to 33,302 shares worth $3.74M. The position accounts for 0.7% of the portfolio, ranked #33.

Curtis Advisory Group first reported a position in VTWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.99M in Q2 2026. 657 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Curtis Advisory Group held 33,302 shares of Vanguard Russell 2000 ETF worth $3.74M as of Q3 2026.
Curtis Advisory Group bought 449 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $53.3K.
Vanguard Russell 2000 ETF made up 0.7% of Curtis Advisory Group's portfolio in Q3 2026, its #33 holding.
Curtis Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Curtis Advisory Group's Vanguard Russell 2000 ETF position peaked at $3.99M in Q2 2026.
657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.