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Grantvest Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Grantvest Financial Group’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 		$351K Buy
2,889
+1
+0% +$114 0.2% 121
2026
Q1 		$289K Sell
2,888
-56
-2% -$5.84K 0.19% 130
2025
Q4 		$293K Sell
2,944
-47
-2% -$4.67K 0.19% 128
2025
Q3 		$293K Buy
2,991
+105
+4% +$9.74K 0.2% 118
2025
Q2 		$252K Sell
2,886
-250
-8% -$20.3K 0.19% 120
2025
Q1 		$253K Buy
3,136
+152
+5% +$13.3K 0.21% 109
2024
Q4 		$267K Buy
+2,984
New +$275K 0.3% 97

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Grantvest Financial Group's VTWO Position: Q2 2026 in Review

Grantvest Financial Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.03% in Q2 2026, buying an estimated $114 and bringing the position to 2,889 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #121.

Grantvest Financial Group first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Grantvest Financial Group held 2,889 shares of Vanguard Russell 2000 ETF worth $351K as of Q2 2026.
  • Grantvest Financial Group bought 1 Vanguard Russell 2000 ETF share in Q2 2026, an estimated $114.
  • Vanguard Russell 2000 ETF made up 0.2% of Grantvest Financial Group's portfolio in Q2 2026, its #121 holding.
  • Grantvest Financial Group first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.