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

SRH 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 		$6.07K Sell
50
-250
-83% -$28.4K ﹤0.01% 241
2026
Q1 		$30.1K Hold
300
– – 0.01% 161
2025
Q4 		$29.9K Hold
300
– – 0.01% 163
2025
Q3 		$29.3K Hold
300
– – 0.01% 158
2025
Q2 		$26.2K Hold
300
– – 0.01% 153
2025
Q1 		$24.2K Hold
300
– – 0.01% 158
2024
Q4 		$26.8K Hold
300
– – 0.01% 156
2024
Q3 		$26.8K Buy
+300
New +$26K 0.01% 156

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

SRH Advisors's VTWO Position: Q2 2026 in Review

SRH Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 83% in Q2 2026, selling an estimated $28.4K and leaving 50 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

SRH Advisors first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.1K in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • SRH Advisors held 50 shares of Vanguard Russell 2000 ETF worth $6.07K as of Q2 2026.
  • SRH Advisors sold 250 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $28.4K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #241 holding.
  • SRH Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • SRH Advisors's Vanguard Russell 2000 ETF position peaked at $30.1K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.