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Merit Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Merit Financial 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 		$586K Buy
4,825
+1,054
+28% +$120K ﹤0.01% 1407
2026
Q1 		$378K Buy
+3,771
New +$393K ﹤0.01% 1532

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

Merit Financial Group's VTWO Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 28% in Q2 2026, buying an estimated $120K and bringing the position to 4,825 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Merit Financial Group first reported a position in VTWO in Q1 2026 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Merit Financial Group held 4,825 shares of Vanguard Russell 2000 ETF worth $586K as of Q2 2026.
  • Merit Financial Group bought 1,054 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1407 holding.
  • Merit Financial Group first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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