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Financial & Tax Architects’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial & Tax Architects’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 		$9.56M Buy
78,760
+5,743
+8% +$652K 2.02% 11
2026
Q1 		$7.31M Buy
73,017
+6,860
+10% +$715K 1.63% 20
2025
Q4 		$6.58M Buy
66,157
+23,835
+56% +$2.37M 1.48% 31
2025
Q3 		$4.14M Sell
42,322
-1,334
-3% -$124K 0.91% 37
2025
Q2 		$3.81M Buy
43,656
+35,370
+427% +$2.88M 0.92% 35
2025
Q1 		$668K Sell
8,286
-41,787
-83% -$3.67M 0.17% 80
2024
Q4 		$4.47M Buy
50,073
+2,386
+5% +$220K 1.14% 34
2024
Q3 		$4.26M Sell
47,687
-9,135
-16% -$790K 1.1% 33
2024
Q2 		$4.66M Buy
56,822
+479
+0.9% +$39.2K 1.25% 34
2024
Q1 		$4.79M Buy
56,343
+98
+0.2% +$7.9K 1.32% 33
2023
Q4 		$4.56M Sell
56,245
-3,885
-6% -$281K 1.35% 34
2023
Q3 		$4.3M Buy
60,130
+705
+1% +$53.5K 1.33% 34
2023
Q2 		$4.49M Sell
59,425
-3,224
-5% -$232K 1.39% 34
2023
Q1 		$4.52M Sell
62,649
-3,858
-6% -$287K 1.49% 35
2022
Q4 		$4.96M Sell
66,507
-4,381
-6% -$315K 1.69% 21
2022
Q3 		$4.72M Sell
70,888
-9,438
-12% -$695K 1.77% 13
2022
Q2 		$5.49M Sell
80,326
-10,871
-12% -$809K 2.08% 12
2022
Q1 		$7.56M Sell
91,197
-11,669
-11% -$960K 2.85% 10
2021
Q4 		$9.24M Sell
102,866
-6,891
-6% -$629K 3.77% 4
2021
Q3 		$9.7M Buy
109,757
+1,379
+1% +$123K 4.42% 3
2021
Q2 		$10M Buy
108,378
+12,890
+13% +$1.17M 4.92% 3
2021
Q1 		$8.51M Buy
+95,488
New +$8.42M 4.77% 4

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial & Tax Architects's VTWO Position: Q2 2026 in Review

Financial & Tax Architects increased its Vanguard Russell 2000 ETF (VTWO) stake by 7.9% in Q2 2026, buying an estimated $652K and bringing the position to 78,760 shares worth $9.56M. The position accounts for 2.02% of the portfolio, ranked #11.

Financial & Tax Architects first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $10M in Q2 2021. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Financial & Tax Architects held 78,760 shares of Vanguard Russell 2000 ETF worth $9.56M as of Q2 2026.
  • Financial & Tax Architects bought 5,743 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $652K.
  • Vanguard Russell 2000 ETF made up 2.02% of Financial & Tax Architects's portfolio in Q2 2026, its #11 holding.
  • Financial & Tax Architects first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Vanguard Russell 2000 ETF position peaked at $10M in Q2 2021.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.