EWP
VTWO icon

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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Elevation Wealth Partners's VTWO Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 699 shares worth $84.9K. The position accounts for 0.03% of the portfolio, ranked #210.

Elevation Wealth Partners first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2023. 298 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Elevation Wealth Partners held 699 shares of Vanguard Russell 2000 ETF worth $84.9K as of Q2 2026.
  • Elevation Wealth Partners left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Vanguard Russell 2000 ETF position peaked at $1.57M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.