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Sound View Wealth Advisors Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$202K Sell
2,017
-10
-0.5% -$1.04K 0.01% 412
2025
Q4 		$202K Buy
+2,027
New +$202K 0.01% 405
2025
Q1 		– Sell
-2,868
Closed -$256K – 430
2024
Q4 		$256K Sell
2,868
-47
-2% -$4.34K 0.02% 365
2024
Q3 		$260K Sell
2,915
-12
-0.4% -$1.04K 0.02% 361
2024
Q2 		$240K Buy
2,927
+12
+0.4% +$981 0.02% 332
2024
Q1 		$248K Hold
2,915
– – 0.03% 331
2023
Q4 		$236K Sell
2,915
-390
-12% -$28.2K 0.03% 347
2023
Q3 		$236K Sell
3,305
-82
-2% -$6.22K 0.03% 323
2023
Q2 		$256K Sell
3,387
-48
-1% -$3.46K 0.03% 309
2023
Q1 		$248K Buy
3,435
+520
+18% +$38.6K 0.03% 313
2022
Q4 		$236K Buy
+2,915
New +$209K 0.03% 347
2022
Q3 		– Sell
-3,764
Closed -$257K – 281
2022
Q2 		$257K Sell
3,764
-287
-7% -$21.4K 0.05% 239
2022
Q1 		$336K Sell
4,051
-2,166
-35% -$178K 0.06% 221
2021
Q4 		$558K Buy
6,217
+490
+9% +$44.7K 0.11% 171
2021
Q3 		$506K Buy
5,727
+107
+2% +$9.58K 0.11% 168
2021
Q2 		$520K Buy
5,620
+2,356
+72% +$214K 0.11% 166
2021
Q1 		$291K Buy
+3,264
New +$288K 0.07% 225

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Sound View Wealth Advisors Group's VTWO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.49% in Q1 2026, selling an estimated $1.04K and leaving 2,017 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #412.

Sound View Wealth Advisors Group first reported a position in VTWO in Q1 2021 and has held it in 17 quarters since. The position peaked at $558K in Q4 2021. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,017 shares of Vanguard Russell 2000 ETF worth $202K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 10 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $1.04K.
  • Vanguard Russell 2000 ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #412 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 17 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Russell 2000 ETF position peaked at $558K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.