Insigneo Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Insigneo Advisory Services’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 Q1	$214K	Sell	2,135 -400	-16%	-$41.7K	0.02%	626
2025 Q4	$252K	Sell	2,535 -61	-2%	-$6.06K	0.02%	572
2025 Q3	$254K	Buy	+2,596	New	+$241K	0.02%	559
2025 Q2	–	Sell	-6,324	Closed	-$510K	–	701
2025 Q1	$510K	Sell	6,324 -1,042	-14%	-$91.4K	0.05%	300
2024 Q4	$658K	Sell	7,366 -1,558	-17%	-$144K	0.07%	239
2024 Q3	$797K	Sell	8,924 -29	-0.3%	-$2.51K	0.08%	208
2024 Q2	$732K	Buy	8,953 +417	+5%	+$34.1K	0.08%	210
2024 Q1	$726K	Sell	8,536 -645	-7%	-$52K	0.09%	200
2023 Q4	$745K	Sell	9,181 -2,364	-20%	-$171K	0.1%	176
2023 Q3	$825K	Sell	11,545 -428	-4%	-$32.5K	0.17%	123
2023 Q2	$905K	Sell	11,973 -1,408	-11%	-$101K	0.17%	119
2023 Q1	$965K	Sell	13,381 -1,762	-12%	-$131K	0.31%	66
2022 Q4	$1.07M	Buy	+15,143	New	+$1.09M	0.4%	54

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Insigneo Advisory Services's VTWO Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 16% in Q1 2026, selling an estimated $41.7K and leaving 2,135 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #626.

Insigneo Advisory Services first reported a position in VTWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2022. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Insigneo Advisory Services held 2,135 shares of Vanguard Russell 2000 ETF worth $214K as of Q1 2026.
Insigneo Advisory Services sold 400 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $41.7K.
Vanguard Russell 2000 ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #626 holding.
Insigneo Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
Insigneo Advisory Services's Vanguard Russell 2000 ETF position peaked at $1.07M in Q4 2022.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.