LF
VTWO icon

LifeSteps Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LifeSteps Financial’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 		$6.43K Buy
+53
New +$6.02K ﹤0.01% 492
2024
Q2 		– Sell
-33
Closed -$2.81K – 412
2024
Q1 		$2.81K Buy
+33
New +$2.66K ﹤0.01% 378

Other funds holding VTWO

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

LifeSteps Financial's VTWO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 53 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VTWO as recently as Q1 2024.

LifeSteps Financial first reported a position in VTWO in Q1 2024 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • LifeSteps Financial held 53 shares of Vanguard Russell 2000 ETF worth $6.43K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #492 holding.
  • LifeSteps Financial first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.