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McClarren Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

McClarren Financial 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 		$208K Buy
+1,710
New +$194K 0.11% 82
2025
Q2 		– Sell
-1,741
Closed -$140K – 296
2025
Q1 		$140K Buy
1,741
+454
+35% +$39.8K 0.09% 84
2024
Q4 		$115K Buy
1,287
+5
+0.4% +$461 0.32% 52
2024
Q3 		$114K Buy
1,282
+1,037
+423% +$89.7K 0.01% 93
2024
Q2 		$125K Sell
245
-1,284
-84% -$105K 0.09% 93
2024
Q1 		$131K Buy
1,529
+80
+6% +$6.45K 0.09% 89
2023
Q4 		$117K Sell
1,449
-119
-8% -$8.62K 0.09% 96
2023
Q3 		$112K Buy
1,568
+7
+0.4% +$531 0.1% 92
2023
Q2 		$118K Buy
1,561
+6
+0.4% +$432 0.1% 96
2023
Q1 		$111K Buy
1,555
+1,252
+413% +$93K 0.1% 95
2022
Q4 		$21K Buy
303
+301
+15,050% +$21.6K 0.02% 207
2022
Q3 		$0 Buy
+2
New +$147 ﹤0.01% 335
2022
Q2 		– Sell
-2
Closed – – 284
2022
Q1 		$0 Buy
+2
New +$165 ﹤0.01% 310

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 22.9% 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

McClarren Financial Advisors's VTWO Position: Q2 2026 in Review

McClarren Financial Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,710 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in VTWO as recently as Q1 2025.

McClarren Financial Advisors first reported a position in VTWO in Q1 2022 and has held it in 13 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • McClarren Financial Advisors held 1,710 shares of Vanguard Russell 2000 ETF worth $208K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new McClarren Financial Advisors position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.11% of McClarren Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 13 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.