Financial Services Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Services Advisory’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	$352K	Buy	2,902 +38	+1%	+$4.32K	0.09%	58
2026 Q1	$287K	Buy	2,864 +8	+0.3%	+$834	0.14%	53
2025 Q4	$284K	Sell	2,856 -567	-17%	-$56.4K	0.1%	56
2025 Q3	$335K	Buy	3,423 +389	+13%	+$36.1K	0.13%	55
2025 Q2	$265K	Buy	+3,034	New	+$247K	0.13%	46

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 Services Advisory's VTWO Position: Q2 2026 in Review

Financial Services Advisory increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.3% in Q2 2026, buying an estimated $4.32K and bringing the position to 2,902 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #58.

Financial Services Advisory first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Financial Services Advisory held 2,902 shares of Vanguard Russell 2000 ETF worth $352K as of Q2 2026.
Financial Services Advisory bought 38 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $4.32K.
Vanguard Russell 2000 ETF made up 0.09% of Financial Services Advisory's portfolio in Q2 2026, its #58 holding.
Financial Services Advisory first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.