Patriot Financial Group Insurance Agency’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Patriot Financial Group Insurance Agency’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	$250K	Sell	2,056 -2,094	-50%	-$238K	0.03%	432
2026 Q1	$416K	Buy	4,150 +2,052	+98%	+$214K	0.02%	484
2025 Q4	$209K	Sell	2,098 -7	-0.3%	-$696	0.02%	471
2025 Q3	$206K	Buy	+2,105	New	+$195K	0.03%	461
2021 Q3	–	Sell	-40	Closed	-$4K	–	2251
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	1738
2021 Q1	$4K	Sell	40 -1,980	-98%	-$175K	﹤0.01%	1650
2020 Q4	$160K	Hold	2,020	–	–	0.04%	394
2020 Q3	$122K	Sell	2,020 -22	-1%	-$1.33K	0.04%	356
2020 Q2	$118K	Buy	2,042 +22	+1%	+$1.16K	0.05%	319
2020 Q1	$93K	Buy	+2,020	New	+$121K	0.04%	328

Other funds holding VTWO

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VTWO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Russell 2000 ETF (VTWO) stake by 50% in Q2 2026, selling an estimated $238K and leaving 2,056 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #432.

Patriot Financial Group Insurance Agency first reported a position in VTWO in Q1 2020 and has held it in 10 quarters since. The position peaked at $416K in Q1 2026. 466 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Patriot Financial Group Insurance Agency held 2,056 shares of Vanguard Russell 2000 ETF worth $250K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 2,094 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $238K.
Vanguard Russell 2000 ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #432 holding.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's Vanguard Russell 2000 ETF position peaked at $416K in Q1 2026.
466 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.