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Sound Income Strategies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sound Income Strategies’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 		– Sell
-591
Closed -$59.6K – 2363
2026
Q1 		$59.6K Buy
591
+60
+11% +$6.26K ﹤0.01% 759
2025
Q4 		$57K Buy
531
+207
+64% +$20.6K ﹤0.01% 747
2025
Q3 		$32.1K Sell
324
-169
-34% -$15.7K ﹤0.01% 682
2025
Q2 		$43K Buy
493
+129
+35% +$10.5K ﹤0.01% 561
2025
Q1 		$29.4K Hold
364
– – ﹤0.01% 632
2024
Q4 		$32.5K Hold
364
– – ﹤0.01% 569
2024
Q3 		$32.5K Hold
364
– – ﹤0.01% 539
2024
Q2 		$29.8K Sell
364
-24
-6% -$1.96K ﹤0.01% 541
2024
Q1 		$33K Sell
388
-34
-8% -$2.74K ﹤0.01% 494
2023
Q4 		$34.2K Sell
422
-130
-24% -$9.42K ﹤0.01% 482
2023
Q3 		$39.4K Sell
552
-12
-2% -$911 ﹤0.01% 327
2023
Q2 		$42.6K Sell
564
-216
-28% -$15.6K ﹤0.01% 308
2023
Q1 		$56.2K Sell
780
-541
-41% -$40.2K 0.01% 271
2022
Q4 		$93K Sell
1,321
-76
-5% -$5.46K 0.01% 202
2022
Q3 		$93K Sell
1,397
-589
-30% -$43.4K 0.01% 175
2022
Q2 		$136K Sell
1,986
-266
-12% -$19.8K 0.02% 151
2022
Q1 		$187K Sell
2,252
-109
-5% -$8.97K 0.02% 142
2021
Q4 		$212K Sell
2,361
-48
-2% -$4.38K 0.02% 143
2021
Q3 		$213K Sell
2,409
-264
-10% -$23.6K 0.03% 140
2021
Q2 		$247K Buy
+2,673
New +$243K 0.04% 132

Other funds holding VTWO

NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Sound Income Strategies's VTWO Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 591 shares — an estimated $59.6K sold.

Sound Income Strategies first reported a position in VTWO in Q2 2021 and held it in 20 quarters. The position peaked at $247K in Q2 2021. 596 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 591 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $59.6K.
  • Sound Income Strategies first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 20 quarters.
  • Sound Income Strategies's Vanguard Russell 2000 ETF position peaked at $247K in Q2 2021.
  • 596 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.