Evolution Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Evolution Wealth 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	$1.55M	Sell	12,744 -60	-0.5%	-$6.81K	0.18%	64
2026 Q1	$1.28M	Sell	12,804 -731	-5%	-$76.2K	0.13%	64
2025 Q4	$1.35M	Hold	13,535	–	–	0.14%	60
2025 Q3	$1.32M	Sell	13,535 -80	-0.6%	-$7.42K	0.18%	60
2025 Q2	$1.19M	Sell	13,615 -35	-0.3%	-$2.85K	0.17%	65
2025 Q1	$1.1M	Sell	13,650 -1,630	-11%	-$143K	0.18%	62
2024 Q4	$1.36M	Buy	+15,280	New	+$1.41M	0.23%	57

Other funds holding VTWO

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Evolution Wealth Advisors's VTWO Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.47% in Q2 2026, selling an estimated $6.81K and leaving 12,744 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #64.

Evolution Wealth Advisors first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Evolution Wealth Advisors held 12,744 shares of Vanguard Russell 2000 ETF worth $1.55M as of Q2 2026.
Evolution Wealth Advisors sold 60 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $6.81K.
Vanguard Russell 2000 ETF made up 0.18% of Evolution Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Evolution Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.