Fortis Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Fortis Capital 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	$1.53M	Buy	12,600 +110	+0.9%	+$12.5K	0.17%	106
2026 Q1	$1.25M	Buy	12,490 +301	+2%	+$31.4K	0.16%	99
2025 Q4	$1.21M	Buy	12,189 +428	+4%	+$42.5K	0.18%	97
2025 Q3	$1.15M	Sell	11,761 -1,551	-12%	-$144K	0.18%	87
2025 Q2	$1.16M	Buy	13,312 +616	+5%	+$50.1K	0.21%	74
2025 Q1	$1.02M	Buy	12,696 +9,723	+327%	+$853K	0.21%	85
2024 Q4	$265K	Sell	2,973 -2,168	-42%	-$200K	0.09%	150
2024 Q3	$459K	Buy	+5,141	New	+$445K	0.15%	108
2023 Q2	–	Sell	-735	Closed	-$53K	–	620
2023 Q1	$53K	Hold	735	–	–	0.03%	276
2022 Q4	$51.7K	Buy	+735	New	+$52.8K	0.03%	289

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

Fortis Capital Advisors's VTWO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.88% in Q2 2026, buying an estimated $12.5K and bringing the position to 12,600 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #106.

Fortis Capital Advisors first reported a position in VTWO in Q4 2022 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Fortis Capital Advisors held 12,600 shares of Vanguard Russell 2000 ETF worth $1.53M as of Q2 2026.
Fortis Capital Advisors bought 110 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Russell 2000 ETF made up 0.17% of Fortis Capital Advisors's portfolio in Q2 2026, its #106 holding.
Fortis Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 10 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.