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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Francis Financial's VTWO Position: Q1 2026 in Review

Francis Financial held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 25,882 shares worth $2.59M. The position accounts for 0.48% of the portfolio, ranked #32.

Francis Financial first reported a position in VTWO in Q2 2025 and has held it in 4 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Francis Financial held 25,882 shares of Vanguard Russell 2000 ETF worth $2.59M as of Q1 2026.
  • Francis Financial left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.48% of Francis Financial's portfolio in Q1 2026, its #32 holding.
  • Francis Financial first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.