Next Level Wealth Planning’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Next Level Wealth Planning’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 Q3	$61.5K	Buy	+548	New	+$65.1K	0.03%	154

Other funds holding VTWO

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's VTWO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q3 2026: 548 shares worth $61.5K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

425 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Next Level Wealth Planning held 548 shares of Vanguard Russell 2000 ETF worth $61.5K as of Q3 2026.
Vanguard Russell 2000 ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Russell 2000 ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #154 holding.
425 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.