Lugano Financial Advisors SA (LFA)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$121K	Hold	1,000	–	–	0.07%	105
2026 Q1	$100K	Hold	1,000	–	–	0.05%	111
2025 Q4	$99.5K	Hold	1,000	–	–	0.05%	123
2025 Q3	$97.8K	Hold	1,000	–	–	0.05%	116
2025 Q2	$87.2K	Hold	1,000	–	–	0.05%	119
2025 Q1	$80.7K	Hold	1,000	–	–	0.05%	115
2024 Q4	$89.3K	Hold	1,000	–	–	0.06%	117
2024 Q3	$89.4K	Hold	1,000	–	–	0.06%	119
2024 Q2	$82K	Hold	1,000	–	–	0.06%	114
2024 Q1	$85.1K	Hold	1,000	–	–	0.06%	114
2023 Q4	$81.1K	Hold	1,000	–	–	0.06%	97
2023 Q3	$71.4K	Sell	1,000 -1,000	-50%	-$75.9K	0.06%	101
2023 Q2	$151K	Buy	+2,000	New	+$144K	0.1%	83

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 22.9% 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

Lugano Financial Advisors SA (LFA)'s VTWO Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 1,000 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #105.

Lugano Financial Advisors SA (LFA) first reported a position in VTWO in Q2 2023 and has held it in 13 quarters since. The position peaked at $151K in Q2 2023. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,000 shares of Vanguard Russell 2000 ETF worth $121K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.07% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #105 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Vanguard Russell 2000 ETF position peaked at $151K in Q2 2023.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.