PKS Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

PKS Advisory Services’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	$2.84M	Buy	28,336 +2,111	+8%	+$220K	0.66%	30
2025 Q4	$2.61M	Sell	26,225 -699,432	-96%	-$69.5M	0.6%	35
2025 Q3	$2.51M	Buy	725,657 +702,010	+2,969%	+$65.2M	0.52%	36
2025 Q2	$2.06M	Buy	23,647 +4,249	+22%	+$346K	0.51%	41
2025 Q1	$1.56M	Buy	19,398 +1,670	+9%	+$147K	0.43%	49
2024 Q4	$1.58M	Buy	+17,728	New	+$1.64M	0.4%	41

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PKS Advisory Services's VTWO Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Russell 2000 ETF (VTWO) stake by 8% in Q1 2026, buying an estimated $220K and bringing the position to 28,336 shares worth $2.84M. The position accounts for 0.66% of the portfolio, ranked #30.

PKS Advisory Services first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

PKS Advisory Services held 28,336 shares of Vanguard Russell 2000 ETF worth $2.84M as of Q1 2026.
PKS Advisory Services bought 2,111 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $220K.
Vanguard Russell 2000 ETF made up 0.66% of PKS Advisory Services's portfolio in Q1 2026, its #30 holding.
PKS Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.