Francis Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Francis Financial’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	$2.92M	Sell	24,073 -1,809	-7%	-$205K	0.48%	34
2026 Q1	$2.59M	Hold	25,882	–	–	0.48%	32
2025 Q4	$2.58M	Hold	25,882	–	–	0.5%	33
2025 Q3	$2.53M	Hold	25,882	–	–	0.45%	32
2025 Q2	$2.26M	Buy	+25,882	New	+$2.11M	0.52%	30

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

Francis Financial's VTWO Position: Q2 2026 in Review

Francis Financial reduced its Vanguard Russell 2000 ETF (VTWO) stake by 7% in Q2 2026, selling an estimated $205K and leaving 24,073 shares worth $2.92M. The position accounts for 0.48% of the portfolio, ranked #34.

Francis Financial first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Francis Financial held 24,073 shares of Vanguard Russell 2000 ETF worth $2.92M as of Q2 2026.
Francis Financial sold 1,809 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $205K.
Vanguard Russell 2000 ETF made up 0.48% of Francis Financial's portfolio in Q2 2026, its #34 holding.
Francis Financial first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.