Spectrum Advisors, Inc.’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Spectrum Advisors, Inc.’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	$322K	Buy	+3,211	New	+$335K	0.25%	41

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Spectrum Advisors, Inc.'s VTWO Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2026: 3,211 shares worth $322K. The stake represents 0.25% of the portfolio and ranks #41 among its holdings.

683 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Spectrum Advisors, Inc. held 3,211 shares of Vanguard Russell 2000 ETF worth $322K as of Q1 2026.
Vanguard Russell 2000 ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
Vanguard Russell 2000 ETF made up 0.25% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #41 holding.
683 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.