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

Independent 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 		$1.03M Sell
8,486
-594
-7% -$67.4K 0.02% 675
2026
Q1 		$910K Sell
9,080
-121
-1% -$12.6K 0.02% 662
2025
Q4 		$916K Buy
9,201
+218
+2% +$21.7K 0.02% 652
2025
Q3 		$879K Sell
8,983
-526
-6% -$48.8K 0.02% 644
2025
Q2 		$829K Sell
9,509
-536
-5% -$43.6K 0.02% 604
2025
Q1 		$810K Buy
10,045
+885
+10% +$77.6K 0.03% 542
2024
Q4 		$818K Buy
9,160
+814
+10% +$75.1K 0.03% 531
2024
Q3 		$746K Buy
8,346
+1,395
+20% +$121K 0.03% 528
2024
Q2 		$570K Buy
6,951
+2,001
+40% +$164K 0.02% 561
2024
Q1 		$421K Sell
4,950
-765
-13% -$61.7K 0.02% 644
2023
Q4 		$464K Buy
5,715
+839
+17% +$60.8K 0.02% 571
2023
Q3 		$348K Buy
+4,876
New +$370K 0.02% 601
2022
Q2 		– Sell
-6,886
Closed -$571K – 820
2022
Q1 		$571K Sell
6,886
-2,972
-30% -$244K 0.05% 391
2021
Q4 		$885K Buy
9,858
+1,650
+20% +$151K 0.07% 279
2021
Q3 		$726K Buy
8,208
+750
+10% +$67.1K 0.07% 287
2021
Q2 		$690K Buy
7,458
+500
+7% +$45.4K 0.07% 291
2021
Q1 		$620K Buy
6,958
+1,880
+37% +$166K 0.08% 274
2020
Q4 		$402K Buy
+5,078
New +$359K 0.06% 351
2020
Q3 		– Sell
-4,278
Closed -$247K – 541
2020
Q2 		$247K Buy
+4,278
New +$226K 0.05% 361

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 22.96% 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 Financial Group's VTWO Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 6.5% in Q2 2026, selling an estimated $67.4K and leaving 8,486 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #675.

Independent Financial Group first reported a position in VTWO in Q2 2020 and has held it in 19 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Independent Financial Group held 8,486 shares of Vanguard Russell 2000 ETF worth $1.03M as of Q2 2026.
  • Independent Financial Group sold 594 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $67.4K.
  • Vanguard Russell 2000 ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #675 holding.
  • Independent Financial Group first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 19 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.