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 Q2	$785K	Buy	6,466 +52	+0.8%	+$5.9K	0.41%	45
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 $1.55T 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 22.96% 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

M3 Advisory Group's VTWO Position: Q2 2026 in Review

M3 Advisory Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.81% in Q2 2026, buying an estimated $5.9K and bringing the position to 6,466 shares worth $785K. The position accounts for 0.41% of the portfolio, ranked #45.

M3 Advisory Group first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

M3 Advisory Group held 6,466 shares of Vanguard Russell 2000 ETF worth $785K as of Q2 2026.
M3 Advisory Group bought 52 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.9K.
Vanguard Russell 2000 ETF made up 0.41% of M3 Advisory Group's portfolio in Q2 2026, its #45 holding.
M3 Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.