M3 Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

M3 Advisory Group’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 Q1	$643K	Buy	6,414 +34	+0.5%	+$3.54K	0.4%	51
2025 Q4	$635K	Buy	6,380 +1	+0%	+$99	0.39%	50
2025 Q3	$624K	Buy	6,379 +52	+0.8%	+$4.83K	0.39%	49
2025 Q2	$552K	Buy	6,327 +32	+0.5%	+$2.6K	0.38%	50
2025 Q1	$508K	Buy	6,295 +38	+0.6%	+$3.33K	0.4%	52
2024 Q4	$559K	Sell	6,257 -5	-0.1%	-$461	0.4%	54
2024 Q3	$560K	Sell	6,262 -568	-8%	-$49.1K	0.41%	52
2024 Q2	$560K	Buy	6,830 +125	+2%	+$10.2K	0.46%	47
2024 Q1	$570K	Buy	6,705 +570	+9%	+$45.9K	0.52%	41
2023 Q4	$498K	Buy	+6,135	New	+$444K	0.58%	35

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

M3 Advisory Group's VTWO Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.53% in Q1 2026, buying an estimated $3.54K and bringing the position to 6,414 shares worth $643K. The position accounts for 0.4% of the portfolio, ranked #51.

M3 Advisory Group first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

M3 Advisory Group held 6,414 shares of Vanguard Russell 2000 ETF worth $643K as of Q1 2026.
M3 Advisory Group bought 34 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $3.54K.
Vanguard Russell 2000 ETF made up 0.4% of M3 Advisory Group's portfolio in Q1 2026, its #51 holding.
M3 Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.