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

Level Four 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	$672K	Buy	5,537 +612	+12%	+$69.5K	0.02%	534
2026 Q1	$493K	Buy	4,925 +1,799	+58%	+$188K	0.02%	595
2025 Q4	$311K	Buy	+3,126	New	+$311K	0.01%	685
2025 Q2	–	Sell	-3,524	Closed	-$284K	–	818
2025 Q1	$284K	Buy	+3,524	New	+$309K	0.01%	640
2024 Q4	–	Sell	-5,907	Closed	-$520K	–	801
2024 Q3	$520K	Sell	5,907 -457	-7%	-$39.5K	0.02%	498
2024 Q2	$522K	Sell	6,364 -1,471	-19%	-$120K	0.02%	477
2024 Q1	$635K	Hold	7,835	–	–	0.03%	404
2023 Q4	$635K	Buy	7,835 +745	+11%	+$54K	0.04%	399
2023 Q3	$506K	Buy	7,090 +563	+9%	+$42.7K	0.03%	438
2023 Q2	$494K	Sell	6,527 -434	-6%	-$31.3K	0.03%	473
2023 Q1	$502K	Sell	6,961 -616	-8%	-$45.8K	0.03%	421
2022 Q4	$533K	Buy	7,577 +628	+9%	+$45.1K	0.04%	384
2022 Q3	$463K	Buy	6,949 +196	+3%	+$14.4K	0.05%	322
2022 Q2	$462K	Buy	6,753 +168	+3%	+$12.5K	0.04%	350
2022 Q1	$546K	Sell	6,585 -557	-8%	-$45.8K	0.04%	372
2021 Q4	$641K	Buy	+7,142	New	+$652K	0.05%	330
2021 Q3	–	Sell	-4,724	Closed	-$437K	–	649
2021 Q2	$437K	Buy	4,724 +72	+2%	+$6.54K	0.03%	433
2021 Q1	$415K	Sell	4,652 -64	-1%	-$5.64K	0.03%	421
2020 Q4	$373K	Sell	4,716 -438	-8%	-$31K	0.03%	421
2020 Q3	$312K	Hold	5,154	–	–	0.02%	430
2020 Q2	$296K	Sell	5,154 -1,116	-18%	-$59K	0.02%	460
2020 Q1	$292K	Sell	6,270 -9,104	-59%	-$545K	0.04%	393
2019 Q4	$1.02M	Buy	15,374 +2,988	+24%	+$190K	0.04%	276
2019 Q3	$754K	Buy	12,386 +978	+9%	+$60.1K	0.08%	250
2019 Q2	$713K	Buy	11,408 +5,518	+94%	+$342K	0.07%	258
2019 Q1	$362K	Buy	+5,890	New	+$355K	0.04%	369

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

Level Four Advisory Services's VTWO Position: Q2 2026 in Review

Level Four Advisory Services increased its Vanguard Russell 2000 ETF (VTWO) stake by 12% in Q2 2026, buying an estimated $69.5K and bringing the position to 5,537 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #534.

Level Four Advisory Services first reported a position in VTWO in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2019. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Level Four Advisory Services held 5,537 shares of Vanguard Russell 2000 ETF worth $672K as of Q2 2026.
Level Four Advisory Services bought 612 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $69.5K.
Vanguard Russell 2000 ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #534 holding.
Level Four Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and has held it in 26 quarters since.
Level Four Advisory Services's Vanguard Russell 2000 ETF position peaked at $1.02M in Q4 2019.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.