SOA Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SOA Wealth Advisors’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	$2.55K	Hold	21	–	–	﹤0.01%	757
2026 Q1	$2.1K	Hold	21	–	–	﹤0.01%	709
2025 Q4	$2.09K	Hold	21	–	–	﹤0.01%	715
2025 Q3	$2.05K	Hold	21	–	–	﹤0.01%	724
2025 Q2	$1.83K	Buy	+21	New	+$1.71K	﹤0.01%	722

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SOA Wealth Advisors's VTWO Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 21 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

SOA Wealth Advisors first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

SOA Wealth Advisors held 21 shares of Vanguard Russell 2000 ETF worth $2.55K as of Q2 2026.
SOA Wealth Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #757 holding.
SOA Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.