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Independent Advisor Alliance’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Independent Advisor Alliance’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 		$232K Sell
1,911
-7,408
-79% -$841K 0.01% 916
2026
Q1 		$934K Buy
+9,319
New +$972K 0.01% 860
2025
Q1 		– Sell
-5,771
Closed -$516K – 1364
2024
Q4 		$516K Buy
+5,771
New +$532K 0.01% 956

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

Independent Advisor Alliance's VTWO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Russell 2000 ETF (VTWO) stake by 79% in Q2 2026, selling an estimated $841K and leaving 1,911 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #916.

Independent Advisor Alliance first reported a position in VTWO in Q4 2024 and has held it in 3 quarters since. The position peaked at $934K in Q1 2026. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Independent Advisor Alliance held 1,911 shares of Vanguard Russell 2000 ETF worth $232K as of Q2 2026.
  • Independent Advisor Alliance sold 7,408 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $841K.
  • Vanguard Russell 2000 ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #916 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Vanguard Russell 2000 ETF position peaked at $934K in Q1 2026.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.