Foundations Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Foundations Investment 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	$6.21M	Buy	51,108 +45,543	+818%	+$5.17M	0.06%	220
2026 Q1	$557K	Buy	5,565 +699	+14%	+$72.9K	0.01%	681
2025 Q4	$484K	Sell	4,866 -224	-4%	-$22.3K	0.01%	724
2025 Q3	$498K	Buy	5,090 +194	+4%	+$18K	0.01%	653
2025 Q2	$427K	Buy	4,896 +529	+12%	+$43K	0.01%	633
2025 Q1	$352K	Sell	4,367 -1,028	-19%	-$90.2K	0.01%	665
2024 Q4	$482K	Sell	5,395 -452	-8%	-$41.7K	0.01%	545
2024 Q3	$522K	Buy	5,847 +1,070	+22%	+$92.6K	0.01%	510
2024 Q2	$392K	Sell	4,777 -340	-7%	-$27.8K	0.01%	549
2024 Q1	$435K	Buy	5,117 +40	+0.8%	+$3.22K	0.01%	497
2023 Q4	$401K	Sell	5,077 -2,324	-31%	-$168K	0.01%	484
2023 Q3	$529K	Buy	7,401 +373	+5%	+$28.3K	0.02%	374
2023 Q2	$531K	Buy	7,028 +1,159	+20%	+$83.5K	0.02%	354
2023 Q1	$423K	Buy	5,869 +169	+3%	+$12.6K	0.02%	345
2022 Q4	$401K	Buy	+5,700	New	+$410K	0.02%	311

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

Foundations Investment Advisors's VTWO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 818% in Q2 2026, buying an estimated $5.17M and bringing the position to 51,108 shares worth $6.21M. The position accounts for 0.06% of the portfolio, ranked #220.

Foundations Investment Advisors first reported a position in VTWO in Q4 2022 and has held it in 15 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Foundations Investment Advisors held 51,108 shares of Vanguard Russell 2000 ETF worth $6.21M as of Q2 2026.
Foundations Investment Advisors bought 45,543 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.17M.
Vanguard Russell 2000 ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #220 holding.
Foundations Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.