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Financial Consulate’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Consulate’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
Q1 		$47K Hold
469
– – 0.01% 338
2025
Q4 		$46.7K Buy
469
+40
+9% +$3.98K 0.01% 330
2025
Q3 		$42K Buy
+429
New +$39.8K 0.01% 338
2024
Q3 		– Sell
-2,766
Closed -$227K – 38
2024
Q2 		$227K Buy
+2,766
New +$226K 0.07% 34

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Financial Consulate's VTWO Position: Q1 2026 in Review

Financial Consulate held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 469 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #338.

Financial Consulate first reported a position in VTWO in Q2 2024 and has held it in 4 quarters since. The position peaked at $227K in Q2 2024. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Financial Consulate held 469 shares of Vanguard Russell 2000 ETF worth $47K as of Q1 2026.
  • Financial Consulate left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #338 holding.
  • Financial Consulate first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and has held it in 4 quarters since.
  • Financial Consulate's Vanguard Russell 2000 ETF position peaked at $227K in Q2 2024.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.