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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
Q3 		$3.54M Hold
29,195
– – 0.57% 33
2026
Q2 		$3.54M Buy
29,195
+859
+3% +$97.5K 0.57% 33
2026
Q1 		$2.84M Buy
28,336
+2,111
+8% +$220K 0.66% 30
2025
Q4 		$2.61M Buy
26,225
+568
+2% +$56.5K 0.6% 35
2025
Q3 		$2.51M Buy
25,657
+2,010
+9% +$187K 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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PKS Advisory Services's VTWO Position: Q3 2026 in Review

PKS Advisory Services held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2026 at 29,195 shares worth $3.54M. The position accounts for 0.57% of the portfolio, ranked #33.

PKS Advisory Services first reported a position in VTWO in Q4 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • PKS Advisory Services held 29,195 shares of Vanguard Russell 2000 ETF worth $3.54M as of Q3 2026.
  • PKS Advisory Services left its Vanguard Russell 2000 ETF share count unchanged in Q3 2026.
  • Vanguard Russell 2000 ETF made up 0.57% of PKS Advisory Services's portfolio in Q3 2026, its #33 holding.
  • PKS Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 460 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.