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Ellerson Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Ellerson 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
Q2 		$243K Hold
2,000
– – 0.14% 54
2026
Q1 		$200K Buy
+2,000
New +$209K 0.13% 60
2025
Q1 		– Sell
-3,100
Closed -$277K – 52
2024
Q4 		$277K Buy
+3,100
New +$286K 0.2% 42

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ellerson Group's VTWO Position: Q2 2026 in Review

Ellerson Group held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 2,000 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #54.

Ellerson Group first reported a position in VTWO in Q4 2024 and has held it in 3 quarters since. The position peaked at $277K in Q4 2024. 425 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Ellerson Group held 2,000 shares of Vanguard Russell 2000 ETF worth $243K as of Q2 2026.
  • Ellerson Group left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.14% of Ellerson Group's portfolio in Q2 2026, its #54 holding.
  • Ellerson Group first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • Ellerson Group's Vanguard Russell 2000 ETF position peaked at $277K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.