Golden Road Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Golden Road 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	$1.14M	Sell	9,388 -126	-1%	-$14.3K	0.55%	19
2026 Q1	$953K	Sell	9,514 -414	-4%	-$43.2K	0.55%	18
2025 Q4	$988K	Sell	9,928 -179	-2%	-$17.8K	0.56%	17
2025 Q3	$989K	Buy	10,107 +34	+0.3%	+$3.16K	0.57%	17
2025 Q2	$879K	Sell	10,073 -2,796	-22%	-$227K	0.58%	18
2025 Q1	$1.04M	Sell	12,869 -147	-1%	-$12.9K	0.81%	14
2024 Q4	$1.16M	Buy	13,016 +119	+0.9%	+$11K	0.88%	14
2024 Q3	$1.15M	Buy	12,897 +273	+2%	+$23.6K	0.9%	13
2024 Q2	$1.03M	Buy	12,624 +278	+2%	+$22.7K	0.85%	13
2024 Q1	$1.05M	Buy	12,346 +628	+5%	+$50.6K	0.87%	14
2023 Q4	$950K	Buy	+11,718	New	+$849K	0.91%	12

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

Golden Road Advisors's VTWO Position: Q2 2026 in Review

Golden Road Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.3% in Q2 2026, selling an estimated $14.3K and leaving 9,388 shares worth $1.14M. The position accounts for 0.55% of the portfolio, ranked #19.

Golden Road Advisors first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2024. 737 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Golden Road Advisors held 9,388 shares of Vanguard Russell 2000 ETF worth $1.14M as of Q2 2026.
Golden Road Advisors sold 126 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Russell 2000 ETF made up 0.55% of Golden Road Advisors's portfolio in Q2 2026, its #19 holding.
Golden Road Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Golden Road Advisors's Vanguard Russell 2000 ETF position peaked at $1.16M in Q4 2024.
737 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.