Planning Strategies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Planning Strategies’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	$15.5K	Buy	+128	New	+$14.5K	0.01%	272

Other funds holding VTWO

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Planning Strategies's VTWO Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 128 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

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

Planning Strategies held 128 shares of Vanguard Russell 2000 ETF worth $15.5K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Planning Strategies position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #272 holding.
715 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.