Investment Research & Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Investment Research & Advisory 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	$3.31M	Buy	27,278 +740	+3%	+$84K	1.02%	27
2026 Q1	$2.66M	Buy	26,538 +2,275	+9%	+$237K	0.93%	32
2025 Q4	$2.41M	Buy	24,263 +805	+3%	+$80K	0.8%	32
2025 Q3	$2.29M	Buy	23,458 +3,166	+16%	+$294K	0.78%	33
2025 Q2	$1.77M	Buy	20,292 +17,143	+544%	+$1.39M	0.66%	37
2025 Q1	$254K	Buy	3,149 +648	+26%	+$56.9K	0.11%	63
2024 Q4	$223K	Buy	+2,501	New	+$231K	0.09%	61

Other funds holding VTWO

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Investment Research & Advisory Group's VTWO Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.8% in Q2 2026, buying an estimated $84K and bringing the position to 27,278 shares worth $3.31M. The position accounts for 1.02% of the portfolio, ranked #27.

Investment Research & Advisory Group first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Investment Research & Advisory Group held 27,278 shares of Vanguard Russell 2000 ETF worth $3.31M as of Q2 2026.
Investment Research & Advisory Group bought 740 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $84K.
Vanguard Russell 2000 ETF made up 1.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #27 holding.
Investment Research & Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.