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Pacific Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pacific Financial Group’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 		$745K Sell
6,136
-4,994
-45% -$567K 0.36% 56
2026
Q1 		$1.11M Sell
11,130
-656
-6% -$68.4K 0.6% 40
2025
Q4 		$1.17M Buy
+11,786
New +$1.17M 0.65% 35

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pacific Financial Group's VTWO Position: Q2 2026 in Review

Pacific Financial Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 45% in Q2 2026, selling an estimated $567K and leaving 6,136 shares worth $745K. The position accounts for 0.36% of the portfolio, ranked #56.

Pacific Financial Group first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Pacific Financial Group held 6,136 shares of Vanguard Russell 2000 ETF worth $745K as of Q2 2026.
  • Pacific Financial Group sold 4,994 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $567K.
  • Vanguard Russell 2000 ETF made up 0.36% of Pacific Financial Group's portfolio in Q2 2026, its #56 holding.
  • Pacific Financial Group first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Pacific Financial Group's Vanguard Russell 2000 ETF position peaked at $1.17M in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.