Evernest Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Evernest Financial 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	$277K	Hold	2,280	–	–	0.06%	157
2026 Q1	$255K	Buy	2,280 +44	+2%	+$4.59K	0.05%	161
2025 Q4	$241K	Sell	2,236 -359	-14%	-$35.7K	0.05%	158
2025 Q3	$254K	Buy	+2,595	New	+$241K	0.07%	164
2025 Q2	–	Sell	-18,204	Closed	-$1.47M	–	179
2025 Q1	$1.47M	Buy	18,204 +23	+0.1%	+$2.02K	0.53%	36
2024 Q4	$1.62M	Sell	18,181 -14,343	-44%	-$1.32M	0.42%	37
2024 Q3	$2.91M	Buy	32,524 +14,102	+77%	+$1.22M	0.78%	23
2024 Q2	$1.51M	Buy	18,422 +694	+4%	+$56.7K	0.68%	27
2024 Q1	$1.38M	Buy	+17,728	New	+$1.43M	0.66%	32

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

Evernest Financial Advisors's VTWO Position: Q2 2026 in Review

Evernest Financial Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 2,280 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #157.

Evernest Financial Advisors first reported a position in VTWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q3 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Evernest Financial Advisors held 2,280 shares of Vanguard Russell 2000 ETF worth $277K as of Q2 2026.
Evernest Financial Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #157 holding.
Evernest Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Evernest Financial Advisors's Vanguard Russell 2000 ETF position peaked at $2.91M in Q3 2024.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.