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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

SoundView Advisors's VTWO Position: Q1 2026 in Review

SoundView Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.7% in Q1 2026, selling an estimated $105K and leaving 26,493 shares worth $2.65M. The position accounts for 0.94% of the portfolio, ranked #14.

SoundView Advisors first reported a position in VTWO in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.74M in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

SoundView Advisors held 26,493 shares of Vanguard Russell 2000 ETF worth $2.65M as of Q1 2026.
SoundView Advisors sold 1,009 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $105K.
Vanguard Russell 2000 ETF made up 0.94% of SoundView Advisors's portfolio in Q1 2026, its #14 holding.
SoundView Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
SoundView Advisors's Vanguard Russell 2000 ETF position peaked at $2.74M in Q4 2025.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.