Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$260K	Sell	2,143 -7	-0.3%	-$795	0.01%	335
2026 Q1	$215K	Buy	2,150 +25	+1%	+$2.61K	0.01%	340
2025 Q4	$212K	Buy	2,125 +4	+0.2%	+$398	0.01%	352
2025 Q3	$207K	Buy	2,121 +10	+0.5%	+$928	0.01%	342
2025 Q2	$184K	Buy	2,111 +13	+0.6%	+$1.06K	0.01%	333
2025 Q1	$169K	Buy	2,098 +32	+2%	+$2.81K	0.01%	322
2024 Q4	$185K	Buy	2,066 +2,007	+3,402%	+$185K	0.01%	315
2024 Q3	$5.27K	Hold	59	–	–	﹤0.01%	408
2024 Q2	$4.84K	Buy	59 +14	+31%	+$1.15K	﹤0.01%	393
2024 Q1	$3.83K	Hold	45	–	–	﹤0.01%	412
2023 Q4	$3.65K	Hold	45	–	–	﹤0.01%	401
2023 Q3	$3.21K	Buy	+45	New	+$3.41K	﹤0.01%	385

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

Guardian Wealth Advisors (North Carolina)'s VTWO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.33% in Q2 2026, selling an estimated $795 and leaving 2,143 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #335.

Guardian Wealth Advisors (North Carolina) first reported a position in VTWO in Q3 2023 and has held it in 12 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 2,143 shares of Vanguard Russell 2000 ETF worth $260K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 7 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $795.
Vanguard Russell 2000 ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #335 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.