Sincerus Advisory
VTWO icon

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
Q3 		$437K Buy
3,893
+591
+18% +$70.2K 0.29% 61
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 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

Sincerus Advisory's VTWO Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Russell 2000 ETF (VTWO) stake by 18% in Q3 2026, buying an estimated $70.2K and bringing the position to 3,893 shares worth $437K. The position accounts for 0.29% of the portfolio, ranked #61.

Sincerus Advisory first reported a position in VTWO in Q4 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Sincerus Advisory held 3,893 shares of Vanguard Russell 2000 ETF worth $437K as of Q3 2026.
  • Sincerus Advisory bought 591 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $70.2K.
  • Vanguard Russell 2000 ETF made up 0.29% of Sincerus Advisory's portfolio in Q3 2026, its #61 holding.
  • Sincerus Advisory first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.