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Mount Yale Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mount Yale 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 		$605K Buy
+6,037
New +$629K 0.01% 660
2025
Q4 		– Sell
-3,578
Closed -$350K – 803
2025
Q3 		$350K Buy
+3,578
New +$332K 0.02% 491

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 $424B AUM 22.96% 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

Mount Yale Investment Advisors's VTWO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2026: 6,037 shares worth $605K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VTWO as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in VTWO in Q3 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Mount Yale Investment Advisors held 6,037 shares of Vanguard Russell 2000 ETF worth $605K as of Q1 2026.
  • Vanguard Russell 2000 ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #660 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.