Elevation Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Elevation Wealth Partners’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	$78.5K	Hold	699	–	–	0.02%	250
2026 Q2	$84.9K	Hold	699	–	–	0.03%	210
2026 Q1	$70K	Hold	699	–	–	0.03%	199
2025 Q4	$69.6K	Sell	699 -135	-16%	-$13.4K	0.02%	200
2025 Q3	$81.5K	Buy	834 +1	+0.1%	+$93	0.03%	195
2025 Q2	$72.7K	Hold	833	–	–	0.03%	197
2025 Q1	$67.2K	Buy	833 +1	+0.1%	+$88	0.03%	201
2024 Q4	$74.3K	Sell	832 -2,140	-72%	-$197K	0.03%	192
2024 Q3	$266K	Buy	2,972 +1	+0%	+$87	0.11%	97
2024 Q2	$244K	Sell	2,971 -820	-22%	-$67K	0.12%	97
2024 Q1	$322K	Sell	3,791 -18,174	-83%	-$1.46M	0.16%	85
2023 Q4	$1.57M	Buy	+21,965	New	+$1.59M	0.94%	23

Other funds holding VTWO

MNBTD

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

CCA

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

FFA

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

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Elevation Wealth Partners's VTWO Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2026 at 699 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #250.

Elevation Wealth Partners first reported a position in VTWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q4 2023. 32 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Elevation Wealth Partners held 699 shares of Vanguard Russell 2000 ETF worth $78.5K as of Q3 2026.
Elevation Wealth Partners left its Vanguard Russell 2000 ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #250 holding.
Elevation Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Vanguard Russell 2000 ETF position peaked at $1.57M in Q4 2023.
32 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.