Founders Financial Alliance’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Founders Financial Alliance’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	$53.4K	Buy	440 +110	+33%	+$12.5K	0.01%	553
2026 Q1	$33.1K	Buy	+330	New	+$34.4K	0.01%	544
2025 Q1	–	Sell	-1,022	Closed	-$91.3K	–	655
2024 Q4	$91.3K	Hold	1,022	–	–	0.03%	332
2024 Q3	$91.3K	Buy	+1,022	New	+$88.4K	0.03%	341
2021 Q3	–	Sell	-400	Closed	-$37K	–	484
2021 Q2	$37K	Buy	+400	New	+$36.3K	0.02%	364

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

Founders Financial Alliance's VTWO Position: Q2 2026 in Review

Founders Financial Alliance increased its Vanguard Russell 2000 ETF (VTWO) stake by 33% in Q2 2026, buying an estimated $12.5K and bringing the position to 440 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #553.

Founders Financial Alliance first reported a position in VTWO in Q2 2021 and has held it in 5 quarters since. The position peaked at $91.3K in Q3 2024. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Founders Financial Alliance held 440 shares of Vanguard Russell 2000 ETF worth $53.4K as of Q2 2026.
Founders Financial Alliance bought 110 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Russell 2000 ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #553 holding.
Founders Financial Alliance first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 5 quarters since.
Founders Financial Alliance's Vanguard Russell 2000 ETF position peaked at $91.3K in Q3 2024.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.