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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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. 743 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.
  • 743 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.