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Olistico Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Olistico Wealth’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 		$290K Sell
2,581
-17
-0.7% -$2.02K 0.12% 87
2026
Q2 		$315K Buy
2,598
+1
+0% +$114 0.13% 88
2026
Q1 		$260K Sell
2,597
-110
-4% -$11.5K 0.13% 86
2025
Q4 		$269K Sell
2,707
-164
-6% -$16.3K 0.13% 81
2025
Q3 		$281K Hold
2,871
– – 0.15% 81
2025
Q2 		$250K Buy
2,871
+20
+0.7% +$1.63K 0.14% 80
2025
Q1 		$230K Sell
2,851
-44
-2% -$3.86K 0.14% 91
2024
Q4 		$259K Sell
2,895
-70
-2% -$6.46K 0.15% 88
2024
Q3 		$265K Sell
2,965
-469
-14% -$40.6K 0.16% 89
2024
Q2 		$281K Sell
3,434
-181
-5% -$14.8K 0.18% 88
2024
Q1 		$307K Sell
3,615
-106
-3% -$8.54K 0.22% 83
2023
Q4 		$302K Buy
3,721
+2
+0.1% +$145 0.24% 82
2023
Q3 		$266K Buy
3,719
+2
+0.1% +$152 0.24% 86
2023
Q2 		$281K Sell
3,717
-29
-0.8% -$2.09K 0.24% 94
2023
Q1 		$270K Buy
3,746
+651
+21% +$48.4K 0.26% 84
2022
Q4 		$218K Buy
+3,095
New +$222K 0.24% 92

Other funds holding VTWO

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Olistico Wealth's VTWO Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.65% in Q3 2026, selling an estimated $2.02K and leaving 2,581 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #87.

Olistico Wealth first reported a position in VTWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $315K in Q2 2026. 32 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Olistico Wealth held 2,581 shares of Vanguard Russell 2000 ETF worth $290K as of Q3 2026.
  • Olistico Wealth sold 17 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $2.02K.
  • Vanguard Russell 2000 ETF made up 0.12% of Olistico Wealth's portfolio in Q3 2026, its #87 holding.
  • Olistico Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Vanguard Russell 2000 ETF position peaked at $315K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.