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SoundView Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SoundView 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 		$3.22M Buy
26,536
+43
+0.2% +$4.88K 1.05% 14
2026
Q1 		$2.65M Sell
26,493
-1,009
-4% -$105K 0.94% 14
2025
Q4 		$2.74M Buy
+27,502
New +$2.73M 0.95% 14
2025
Q3 		– Sell
-30,066
Closed -$2.62M – 40
2025
Q2 		$2.62M Buy
30,066
+73
+0.2% +$5.94K 0.97% 17
2025
Q1 		$2.42M Sell
29,993
-130
-0.4% -$11.4K 1% 17
2024
Q4 		$2.69M Buy
+30,123
New +$2.78M 1.11% 17

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SoundView Advisors's VTWO Position: Q2 2026 in Review

SoundView Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.16% in Q2 2026, buying an estimated $4.88K and bringing the position to 26,536 shares worth $3.22M. The position accounts for 1.05% of the portfolio, ranked #14.

SoundView Advisors first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • SoundView Advisors held 26,536 shares of Vanguard Russell 2000 ETF worth $3.22M as of Q2 2026.
  • SoundView Advisors bought 43 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $4.88K.
  • Vanguard Russell 2000 ETF made up 1.05% of SoundView Advisors's portfolio in Q2 2026, its #14 holding.
  • SoundView Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.