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

Perennial 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 Q2	$238K	Buy	+1,957	New	+$222K	0.02%	507

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Perennial Investment Advisors's VTWO Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,957 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings.

740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Perennial Investment Advisors held 1,957 shares of Vanguard Russell 2000 ETF worth $238K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Perennial Investment Advisors position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #507 holding.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.