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

Kingdom 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	$9.4M	Buy	77,417 +3,042	+4%	+$345K	2.4%	10
2026 Q1	$7.45M	Buy	74,375 +4,548	+7%	+$474K	2.13%	10
2025 Q4	$6.95M	Buy	69,827 +41,512	+147%	+$4.13M	2.15%	10
2025 Q3	$2.77M	Buy	28,315 +12,782	+82%	+$1.19M	1.69%	14
2025 Q2	$1.35M	Sell	15,533 -6,641	-30%	-$540K	1.18%	13
2025 Q1	$1.79M	Sell	22,174 -3,320	-13%	-$291K	1.31%	15
2024 Q4	$2.28M	Sell	25,494 -2,566	-9%	-$237K	1.56%	15
2024 Q3	$2.51M	Buy	28,060 +3,360	+14%	+$291K	1.87%	14
2024 Q2	$2.02M	Sell	24,700 -10,003	-29%	-$818K	1.37%	15
2024 Q1	$2.95M	Buy	34,703 +10,158	+41%	+$819K	2.08%	14
2023 Q4	$1.99M	Sell	24,545 -8,423	-26%	-$610K	1.74%	16
2023 Q3	$2.36M	Sell	32,968 -106	-0.3%	-$8.04K	2.22%	13
2023 Q2	$2.5M	Buy	+33,074	New	+$2.38M	2.45%	13

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kingdom Financial Group's VTWO Position: Q2 2026 in Review

Kingdom Financial Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 4.1% in Q2 2026, buying an estimated $345K and bringing the position to 77,417 shares worth $9.4M. The position accounts for 2.4% of the portfolio, ranked #10.

Kingdom Financial Group first reported a position in VTWO in Q2 2023 and has held it in 13 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Kingdom Financial Group held 77,417 shares of Vanguard Russell 2000 ETF worth $9.4M as of Q2 2026.
Kingdom Financial Group bought 3,042 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $345K.
Vanguard Russell 2000 ETF made up 2.4% of Kingdom Financial Group's portfolio in Q2 2026, its #10 holding.
Kingdom Financial Group first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.