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Phoenix Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-3,696
Closed -$368K – 533
2025
Q4 		$368K Hold
3,696
– – ﹤0.01% 344
2025
Q3 		$362K Sell
3,696
-8,302
-69% -$771K ﹤0.01% 345
2025
Q2 		$1.05M Sell
11,998
-23,718
-66% -$1.93M 0.01% 233
2025
Q1 		$2.88M Sell
35,716
-55,504
-61% -$4.87M 0.04% 160
2024
Q4 		$8.15M Sell
91,220
-39,401
-30% -$3.64M 0.11% 102
2024
Q3 		$11.7M Buy
130,621
+59,511
+84% +$5.15M 0.17% 83
2024
Q2 		$5.83M Sell
71,110
-13,225
-16% -$1.08M 0.09% 124
2024
Q1 		$7.17M Sell
84,335
-20,005
-19% -$1.61M 0.1% 99
2023
Q4 		$8.46M Sell
104,340
-399
-0.4% -$28.9K 0.14% 75
2023
Q3 		$7.49M Buy
104,739
+20,833
+25% +$1.58M 0.14% 81
2023
Q2 		$6.34M Buy
83,906
+43,670
+109% +$3.15M 0.13% 80
2023
Q1 		$2.9M Hold
40,236
– – 0.06% 125
2022
Q4 		$2.83M Buy
+40,236
New +$2.89M 0.05% 114
2022
Q1 		– Sell
-10,089
Closed -$906K – 451
2021
Q4 		$906K Buy
10,089
+5,289
+110% +$483K 0.01% 251
2021
Q3 		$424K Buy
+4,800
New +$430K 0.01% 340
2021
Q2 		– Sell
-4,072
Closed -$363K – 420
2021
Q1 		$363K Sell
4,072
-8,808
-68% -$776K 0.01% 328
2020
Q4 		$1.02M Buy
+12,880
New +$910K 0.03% 224

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Phoenix Financial's VTWO Position: Q1 2026 in Review

Phoenix Financial sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 3,696 shares — an estimated $368K sold.

Phoenix Financial first reported a position in VTWO in Q4 2020 and held it in 17 quarters. The position peaked at $11.7M in Q3 2024. 679 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Phoenix Financial reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 3,696 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $368K.
  • Phoenix Financial first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 17 quarters.
  • Phoenix Financial's Vanguard Russell 2000 ETF position peaked at $11.7M in Q3 2024.
  • 679 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.