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Shaker Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Shaker Financial 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 		$526K Buy
4,688
+1,548
+49% +$184K 0.17% 112
2026
Q2 		$381K Buy
3,140
+511
+19% +$58K 0.12% 120
2026
Q1 		$263K Buy
+2,629
New +$274K 0.09% 131

Other funds holding VTWO

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shaker Financial Services's VTWO Position: Q3 2026 in Review

Shaker Financial Services increased its Vanguard Russell 2000 ETF (VTWO) stake by 49% in Q3 2026, buying an estimated $184K and bringing the position to 4,688 shares worth $526K. The position accounts for 0.17% of the portfolio, ranked #112.

Shaker Financial Services first reported a position in VTWO in Q1 2026 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Shaker Financial Services held 4,688 shares of Vanguard Russell 2000 ETF worth $526K as of Q3 2026.
  • Shaker Financial Services bought 1,548 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $184K.
  • Vanguard Russell 2000 ETF made up 0.17% of Shaker Financial Services's portfolio in Q3 2026, its #112 holding.
  • Shaker Financial Services first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.