Sincerus Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sincerus Advisory’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	$401K	Buy	3,302 +3	+0.1%	+$341	0.27%	57
2026 Q1	$330K	Buy	3,299 +149	+5%	+$15.5K	0.25%	58
2025 Q4	$314K	Sell	3,150 -89	-3%	-$8.85K	0.25%	57
2025 Q3	$317K	Buy	3,239 +32	+1%	+$2.97K	0.27%	56
2025 Q2	$291K	Buy	3,207 +193	+6%	+$15.7K	0.27%	57
2025 Q1	$243K	Sell	3,014 -26	-0.9%	-$2.28K	0.26%	57
2024 Q4	$272K	Buy	+3,040	New	+$280K	0.29%	54

Other funds holding VTWO

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Sincerus Advisory's VTWO Position: Q2 2026 in Review

Sincerus Advisory increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.09% in Q2 2026, buying an estimated $341 and bringing the position to 3,302 shares worth $401K. The position accounts for 0.27% of the portfolio, ranked #57.

Sincerus Advisory first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Sincerus Advisory held 3,302 shares of Vanguard Russell 2000 ETF worth $401K as of Q2 2026.
Sincerus Advisory bought 3 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $341.
Vanguard Russell 2000 ETF made up 0.27% of Sincerus Advisory's portfolio in Q2 2026, its #57 holding.
Sincerus Advisory first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.