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MJT & Associates Financial Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-20
Closed -$1.99K – 470
2025
Q4 		$1.99K Hold
20
– – ﹤0.01% 383
2025
Q3 		$1.96K Sell
20
-10
-33% -$928 ﹤0.01% 393
2025
Q2 		$2.62K Hold
30
– – ﹤0.01% 382
2025
Q1 		$2.42K Buy
+30
New +$2.63K ﹤0.01% 388

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MJT & Associates Financial Advisory's VTWO Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 20 shares — an estimated $1.99K sold.

MJT & Associates Financial Advisory first reported a position in VTWO in Q1 2025 and held it in 4 quarters. The position peaked at $2.62K in Q2 2025. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 20 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $1.99K.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and held it in 4 quarters.
  • MJT & Associates Financial Advisory's Vanguard Russell 2000 ETF position peaked at $2.62K in Q2 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.