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

Larson 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
Q1 		$152K Sell
1,519
-394
-21% -$41.1K ﹤0.01% 812
2025
Q4 		$190K Buy
1,913
+22
+1% +$2.19K 0.01% 706
2025
Q3 		$185K Buy
1,891
+176
+10% +$16.3K 0.01% 714
2025
Q2 		$150K Buy
1,715
+18
+1% +$1.46K 0.01% 727
2025
Q1 		$137K Buy
1,697
+123
+8% +$10.8K 0.01% 708
2024
Q4 		$141K Sell
1,574
-339
-18% -$31.3K 0.01% 655
2024
Q3 		$171K Buy
1,913
+1,064
+125% +$92.1K 0.01% 611
2024
Q2 		$69.6K Buy
849
+14
+2% +$1.15K ﹤0.01% 733
2024
Q1 		$71K Buy
835
+16
+2% +$1.29K 0.01% 612
2023
Q4 		$66.5K Buy
819
+2
+0.2% +$145 0.01% 570
2023
Q3 		$58.4K Buy
817
+109
+15% +$8.27K 0.01% 575
2023
Q2 		$53.5K Buy
708
+9
+1% +$648 0.01% 541
2023
Q1 		$50.4K Sell
699
-351
-33% -$26.1K 0.01% 552
2022
Q4 		$73.9K Buy
1,050
+188
+22% +$13.5K 0.01% 449
2022
Q3 		$57K Buy
862
+59
+7% +$4.34K 0.01% 447
2022
Q2 		$55K Buy
803
+164
+26% +$12.2K 0.01% 351
2022
Q1 		$53K Buy
639
+24
+4% +$1.97K 0.01% 369
2021
Q4 		$55K Buy
615
+22
+4% +$2.01K 0.01% 372
2021
Q3 		$52K Buy
593
+134
+29% +$12K 0.01% 294
2021
Q2 		$42K Buy
459
+13
+3% +$1.18K 0.01% 306
2021
Q1 		$40K Buy
446
+26
+6% +$2.29K 0.01% 293
2020
Q4 		$33K Buy
420
+2
+0.5% +$141 0.01% 280
2020
Q3 		$25K Buy
418
+150
+56% +$9.1K 0.01% 286
2020
Q2 		$15K Buy
268
+40
+18% +$2.12K 0.01% 324
2020
Q1 		$10K Buy
228
+80
+54% +$4.79K 0.01% 297
2019
Q4 		$10K Hold
148
– – 0.01% 302
2019
Q3 		$9K Buy
+148
New +$9.09K 0.01% 318

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Larson Financial Group's VTWO Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 21% in Q1 2026, selling an estimated $41.1K and leaving 1,519 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Larson Financial Group first reported a position in VTWO in Q3 2019 and has held it in 27 quarters since. The position peaked at $190K in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Larson Financial Group held 1,519 shares of Vanguard Russell 2000 ETF worth $152K as of Q1 2026.
  • Larson Financial Group sold 394 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $41.1K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #812 holding.
  • Larson Financial Group first reported a position in Vanguard Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
  • Larson Financial Group's Vanguard Russell 2000 ETF position peaked at $190K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.