CX Institutional’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CX Institutional’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	$2K	Hold	15	–	–	﹤0.01%	1583
2026 Q2	$2K	Buy	+15	New	+$1.7K	﹤0.01%	1490
2025 Q2	–	Sell	-38	Closed	-$3K	–	1246
2025 Q1	$3K	Buy	+38	New	+$3.33K	﹤0.01%	1122
2023 Q4	–	Sell	-44,994	Closed	-$3.21M	–	574
2023 Q3	$3.21M	Buy	44,994 +5,617	+14%	+$426K	0.18%	149
2023 Q2	$2.98M	Buy	+39,377	New	+$2.84M	0.15%	189

Other funds holding VTWO

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CX Institutional's VTWO Position: Q3 2026 in Review

CX Institutional held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2026 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

CX Institutional first reported a position in VTWO in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.21M in Q3 2023. 184 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

CX Institutional held 15 shares of Vanguard Russell 2000 ETF worth $2K as of Q3 2026.
CX Institutional left its Vanguard Russell 2000 ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1583 holding.
CX Institutional first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 5 quarters since.
CX Institutional's Vanguard Russell 2000 ETF position peaked at $3.21M in Q3 2023.
184 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.