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

Kestra 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
Q2 		$8.27M Sell
68,089
-6,459
-9% -$733K 0.03% 588
2026
Q1 		$7.47M Buy
74,548
+10,865
+17% +$1.13M 0.03% 584
2025
Q4 		$6.34M Buy
63,683
+1,783
+3% +$177K 0.03% 598
2025
Q3 		$6.06M Sell
61,900
-6,850
-10% -$636K 0.03% 587
2025
Q2 		$6M Sell
68,750
-5,884
-8% -$479K 0.03% 556
2025
Q1 		$6.02M Buy
74,634
+1,270
+2% +$111K 0.03% 505
2024
Q4 		$6.55M Buy
73,364
+24,178
+49% +$2.23M 0.04% 479
2024
Q3 		$4.4M Buy
49,186
+3,330
+7% +$288K 0.02% 633
2024
Q2 		$3.76M Buy
45,856
+7,514
+20% +$614K 0.02% 692
2024
Q1 		$3.26M Buy
38,342
+17,957
+88% +$1.45M 0.02% 677
2023
Q4 		$1.65M Buy
20,385
+185
+0.9% +$13.4K 0.01% 884
2023
Q3 		$1.44M Sell
20,200
-232
-1% -$17.6K 0.01% 825
2023
Q2 		$1.55M Sell
20,432
-6,199
-23% -$447K 0.02% 781
2023
Q1 		$1.92M Sell
26,631
-15,477
-37% -$1.15M 0.02% 663
2022
Q4 		$2.96M Buy
42,108
+14,268
+51% +$1.03M 0.03% 602
2022
Q3 		$1.85M Buy
27,840
+4,003
+17% +$295K 0.02% 697
2022
Q2 		$1.63M Buy
23,837
+1,340
+6% +$99.7K 0.02% 755
2022
Q1 		$1.86M Sell
22,497
-148
-0.7% -$12.2K 0.02% 703
2021
Q4 		$2.03M Sell
22,645
-25,127
-53% -$2.29M 0.02% 676
2021
Q3 		$4.22M Buy
47,772
+24,711
+107% +$2.21M 0.04% 445
2021
Q2 		$2.13M Buy
23,061
+39
+0.2% +$3.54K 0.02% 627
2021
Q1 		$2.05M Sell
23,022
-27,022
-54% -$2.38M 0.03% 588
2020
Q4 		$3.96M Buy
50,044
+29,900
+148% +$2.11M 0.05% 393
2020
Q3 		$1.22M Buy
+20,144
New +$1.22M 0.02% 563

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

Kestra Advisory Services's VTWO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 8.7% in Q2 2026, selling an estimated $733K and leaving 68,089 shares worth $8.27M. The position accounts for 0.03% of the portfolio, ranked #588.

Kestra Advisory Services first reported a position in VTWO in Q3 2020 and has held it in 24 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Kestra Advisory Services held 68,089 shares of Vanguard Russell 2000 ETF worth $8.27M as of Q2 2026.
  • Kestra Advisory Services sold 6,459 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $733K.
  • Vanguard Russell 2000 ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #588 holding.
  • Kestra Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.