SageView Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SageView Advisory Group’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	$507K	Sell	4,179 -81	-2%	-$9.2K	0.02%	360
2026 Q1	$427K	Buy	4,260 +694	+19%	+$72.4K	0.02%	385
2025 Q4	$355K	Sell	3,566 -7,959	-69%	-$791K	0.01%	434
2025 Q3	$1.13M	Sell	11,525 -2,768	-19%	-$257K	0.04%	251
2025 Q2	$1.3M	Buy	14,293 +10,654	+293%	+$867K	0.05%	208
2025 Q1	$293K	Hold	3,639	–	–	0.01%	474
2024 Q4	$325K	Buy	3,639 +132	+4%	+$12.2K	0.01%	439
2024 Q3	$313K	Hold	3,507	–	–	0.02%	381
2024 Q2	$287K	Buy	+3,507	New	+$287K	0.01%	447
2024 Q1	–	Sell	-3,998	Closed	-$319K	–	823
2023 Q4	$319K	Hold	3,998	–	–	0.01%	492
2023 Q3	$286K	Sell	3,998 -145	-3%	-$11K	0.02%	433
2023 Q2	$313K	Hold	4,143	–	–	0.02%	437
2023 Q1	$299K	Sell	4,143 -113	-3%	-$8.4K	0.02%	388
2022 Q4	$299K	Buy	+4,256	New	+$306K	0.02%	321

Other funds holding VTWO

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SageView Advisory Group's VTWO Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.9% in Q2 2026, selling an estimated $9.2K and leaving 4,179 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #360.

SageView Advisory Group first reported a position in VTWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q2 2025. 512 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

SageView Advisory Group held 4,179 shares of Vanguard Russell 2000 ETF worth $507K as of Q2 2026.
SageView Advisory Group sold 81 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $9.2K.
Vanguard Russell 2000 ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #360 holding.
SageView Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Vanguard Russell 2000 ETF position peaked at $1.3M in Q2 2025.
512 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.