Montgomery Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Montgomery Financial Services’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	$3.86M	Buy	+31,767	New	+$3.61M	3.35%	8

Other funds holding VTWO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Montgomery Financial Services's VTWO Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 31,767 shares worth $3.86M. The stake represents 3.35% of the portfolio and ranks #8 among its holdings.

715 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Montgomery Financial Services held 31,767 shares of Vanguard Russell 2000 ETF worth $3.86M as of Q2 2026.
Vanguard Russell 2000 ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard Russell 2000 ETF made up 3.35% of Montgomery Financial Services's portfolio in Q2 2026, its #8 holding.
715 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.