CVA Family Office’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CVA Family Office’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	$327K	Buy	2,695 +7	+0.3%	+$795	0.03%	251
2026 Q1	$269K	Buy	2,688 +7	+0.3%	+$730	0.03%	268
2025 Q4	$267K	Buy	+2,681	New	+$267K	0.03%	252
2024 Q3	–	Sell	-5	Closed	-$410	–	1351
2024 Q2	$410	Hold	5	–	–	﹤0.01%	1254
2024 Q1	$425	Hold	5	–	–	﹤0.01%	1035
2023 Q4	$406	Buy	+5	New	+$362	﹤0.01%	1023
2023 Q3	–	Sell	-5	Closed	-$378	–	939
2023 Q2	$378	Hold	5	–	–	﹤0.01%	989
2023 Q1	$360	Buy	+5	New	+$372	﹤0.01%	960

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

CVA Family Office's VTWO Position: Q2 2026 in Review

CVA Family Office increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.26% in Q2 2026, buying an estimated $795 and bringing the position to 2,695 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #251.

CVA Family Office first reported a position in VTWO in Q1 2023 and has held it in 8 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

CVA Family Office held 2,695 shares of Vanguard Russell 2000 ETF worth $327K as of Q2 2026.
CVA Family Office bought 7 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $795.
Vanguard Russell 2000 ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #251 holding.
CVA Family Office first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and has held it in 8 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.