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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Moneta Group Investment Advisors's VTWO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3% in Q1 2026, selling an estimated $30.1K and leaving 9,216 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #374.

Moneta Group Investment Advisors first reported a position in VTWO in Q1 2019 and has held it in 14 quarters since. The position peaked at $946K in Q4 2025. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Moneta Group Investment Advisors held 9,216 shares of Vanguard Russell 2000 ETF worth $923K as of Q1 2026.
Moneta Group Investment Advisors sold 289 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $30.1K.
Vanguard Russell 2000 ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #374 holding.
Moneta Group Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and has held it in 14 quarters since.
Moneta Group Investment Advisors's Vanguard Russell 2000 ETF position peaked at $946K in Q4 2025.
678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.