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Moneta Group Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Moneta Group Investment 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 		$1.16M Buy
9,527
+311
+3% +$35.3K 0.01% 367
2026
Q1 		$923K Sell
9,216
-289
-3% -$30.1K 0.01% 374
2025
Q4 		$946K Buy
9,505
+232
+3% +$23.1K 0.01% 370
2025
Q3 		$907K Buy
9,273
+157
+2% +$14.6K 0.01% 372
2025
Q2 		$795K Buy
9,116
+2,128
+30% +$173K 0.01% 345
2025
Q1 		$564K Sell
6,988
-86
-1% -$7.54K 0.01% 391
2024
Q4 		$632K Buy
7,074
+3,672
+108% +$339K 0.01% 357
2024
Q3 		$304K Sell
3,402
-340
-9% -$29.4K ﹤0.01% 515
2024
Q2 		$307K Buy
3,742
+870
+30% +$71.1K ﹤0.01% 476
2024
Q1 		$244K Buy
2,872
+211
+8% +$17K ﹤0.01% 533
2023
Q4 		$216K Buy
+2,661
New +$193K ﹤0.01% 520
2022
Q3 		– Sell
-9,770
Closed -$668K – 470
2022
Q2 		$668K Buy
+9,770
New +$727K 0.02% 259
2022
Q1 		– Sell
-2,795
Closed -$251K – 495
2021
Q4 		$251K Buy
+2,795
New +$255K 0.01% 418
2019
Q3 		– Sell
-192
Closed -$12K – 308
2019
Q2 		$12K Sell
192
-4
-2% -$248 ﹤0.01% 247
2019
Q1 		$12K Buy
+196
New +$11.8K ﹤0.01% 254

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

Moneta Group Investment Advisors's VTWO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 3.4% in Q2 2026, buying an estimated $35.3K and bringing the position to 9,527 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #367.

Moneta Group Investment Advisors first reported a position in VTWO in Q1 2019 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Moneta Group Investment Advisors held 9,527 shares of Vanguard Russell 2000 ETF worth $1.16M as of Q2 2026.
  • Moneta Group Investment Advisors bought 311 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard Russell 2000 ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and has held it in 15 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.