Enclave Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Enclave Advisors’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	$246K	Sell	2,030 -44	-2%	-$5K	0.03%	124
2026 Q1	$208K	Buy	2,074 +6	+0.3%	+$626	0.03%	130
2025 Q4	$206K	Buy	+2,068	New	+$206K	0.03%	122
2025 Q2	–	Sell	-3,444	Closed	-$278K	–	120
2025 Q1	$278K	Sell	3,444 -7,616	-69%	-$668K	0.05%	97
2024 Q4	$988K	Buy	11,060 +6,180	+127%	+$570K	0.16%	60
2024 Q3	$436K	Buy	+4,880	New	+$422K	0.07%	82

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

Enclave Advisors's VTWO Position: Q2 2026 in Review

Enclave Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.1% in Q2 2026, selling an estimated $5K and leaving 2,030 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #124.

Enclave Advisors first reported a position in VTWO in Q3 2024 and has held it in 6 quarters since. The position peaked at $988K in Q4 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Enclave Advisors held 2,030 shares of Vanguard Russell 2000 ETF worth $246K as of Q2 2026.
Enclave Advisors sold 44 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5K.
Vanguard Russell 2000 ETF made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #124 holding.
Enclave Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
Enclave Advisors's Vanguard Russell 2000 ETF position peaked at $988K in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.