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LVW Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LVW Advisors’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 		$14.6M Buy
120,557
+49,773
+70% +$5.65M 1.26% 17
2026
Q1 		$7.09M Buy
70,784
+17,816
+34% +$1.86M 0.68% 28
2025
Q4 		$5.27M Sell
52,968
-658
-1% -$65.4K 0.53% 28
2025
Q3 		$5.25M Sell
53,626
-2,286
-4% -$212K 0.54% 29
2025
Q2 		$4.88M Sell
55,912
-18,425
-25% -$1.5M 0.53% 28
2025
Q1 		$6M Sell
74,337
-15,538
-17% -$1.36M 0.72% 24
2024
Q4 		$8.03M Sell
89,875
-30,866
-26% -$2.85M 0.97% 21
2024
Q3 		$10.8M Sell
120,741
-22,247
-16% -$1.92M 1.37% 13
2024
Q2 		$11.7M Buy
142,988
+3,788
+3% +$310K 1.71% 11
2024
Q1 		$11.8M Buy
139,200
+170
+0.1% +$13.7K 2% 9
2023
Q4 		$11.3M Buy
139,030
+19,734
+17% +$1.43M 2.11% 8
2023
Q3 		$8.52M Buy
119,296
+8,581
+8% +$651K 1.76% 10
2023
Q2 		$8.37M Buy
110,715
+6,269
+6% +$452K 1.61% 11
2023
Q1 		$7.53M Buy
104,446
+1,963
+2% +$146K 1.47% 10
2022
Q4 		$7.21M Buy
102,483
+13,412
+15% +$964K 1.47% 10
2022
Q3 		$5.93M Sell
89,071
-1,196
-1% -$88K 1.33% 12
2022
Q2 		$6.17M Sell
90,267
-19,585
-18% -$1.46M 1.26% 13
2022
Q1 		$9.1M Buy
109,852
+2,575
+2% +$212K 1.54% 11
2021
Q4 		$9.63M Buy
107,277
+3,394
+3% +$310K 1.64% 10
2021
Q3 		$9.18M Buy
103,883
+5,834
+6% +$522K 1.58% 10
2021
Q2 		$9.08M Buy
98,049
+20,547
+27% +$1.87M 1.61% 10
2021
Q1 		$6.91M Sell
77,502
-73,794
-49% -$6.5M 1.33% 13
2020
Q4 		$12M Buy
151,296
+20
+0% +$1.41K 2.4% 8
2020
Q3 		$9.15M Sell
151,276
-65,282
-30% -$3.96M 2.02% 10
2020
Q2 		$12.5M Sell
216,558
-33,608
-13% -$1.78M 3.02% 6
2020
Q1 		$11.5M Buy
250,166
+221,488
+772% +$13.3M 3.07% 7
2019
Q4 		$1.91M Hold
28,678
– – 0.43% 58
2019
Q3 		$1.75M Buy
28,678
+1,256
+5% +$77.1K 0.43% 60
2019
Q2 		$1.71M Hold
27,422
– – 0.47% 52
2019
Q1 		$1.69M Buy
27,422
+13,382
+95% +$807K 0.45% 53
2018
Q4 		$754K Buy
+14,040
New +$841K 0.25% 62

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

LVW Advisors's VTWO Position: Q2 2026 in Review

LVW Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 70% in Q2 2026, buying an estimated $5.65M and bringing the position to 120,557 shares worth $14.6M. The position accounts for 1.26% of the portfolio, ranked #17.

LVW Advisors first reported a position in VTWO in Q4 2018 and has held it in 31 quarters since. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • LVW Advisors held 120,557 shares of Vanguard Russell 2000 ETF worth $14.6M as of Q2 2026.
  • LVW Advisors bought 49,773 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.65M.
  • Vanguard Russell 2000 ETF made up 1.26% of LVW Advisors's portfolio in Q2 2026, its #17 holding.
  • LVW Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.