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 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 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

SRH Advisors's VTWO Position: Q1 2026 in Review

SRH Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 300 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #161.

SRH Advisors first reported a position in VTWO in Q3 2024 and has held it in 7 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

SRH Advisors held 300 shares of Vanguard Russell 2000 ETF worth $30.1K as of Q1 2026.
SRH Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 ETF made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #161 holding.
SRH Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.