Financial Life Planners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Life Planners’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	$10.8K	Hold	89	–	–	0.01%	232
2026 Q1	$8.89K	Buy	+89	New	+$9.28K	0.01%	245
2025 Q4	–	Sell	-88	Closed	-$8.62K	–	329
2025 Q3	$8.62K	Buy	+88	New	+$8.17K	0.01%	253
2025 Q1	–	Sell	-87	Closed	-$7.8K	–	384
2024 Q4	$7.8K	Buy	+87	New	+$8.03K	0.01%	277

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

Financial Life Planners's VTWO Position: Q2 2026 in Review

Financial Life Planners held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 89 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #232.

Financial Life Planners first reported a position in VTWO in Q4 2024 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Financial Life Planners held 89 shares of Vanguard Russell 2000 ETF worth $10.8K as of Q2 2026.
Financial Life Planners left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #232 holding.
Financial Life Planners first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.