Steward Partners Investment Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Steward Partners Investment Advisory’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	$5.32M	Sell	43,824 -581	-1%	-$66K	0.03%	548
2026 Q1	$4.45M	Buy	44,405 +289	+0.7%	+$30.1K	0.02%	553
2025 Q4	$4.39M	Buy	44,116 +7,385	+20%	+$734K	0.02%	504
2025 Q3	$3.59M	Sell	36,731 -151	-0.4%	-$14K	0.02%	572
2025 Q2	$3.22M	Buy	36,882 +33,828	+1,108%	+$2.75M	0.03%	556
2025 Q1	$246K	Sell	3,054 -258	-8%	-$22.6K	﹤0.01%	1550
2024 Q4	$296K	Buy	3,312 +644	+24%	+$59.4K	﹤0.01%	1422
2024 Q3	$238K	Buy	2,668 +722	+37%	+$62.5K	﹤0.01%	1438
2024 Q2	$160K	Buy	1,946 +113	+6%	+$9.24K	﹤0.01%	1554
2024 Q1	$156K	Buy	1,833 +4	+0.2%	+$322	﹤0.01%	1549
2023 Q4	$148K	Buy	1,829 +106	+6%	+$7.68K	﹤0.01%	1505
2023 Q3	$123K	Sell	1,723 -200	-10%	-$15.2K	﹤0.01%	1483
2023 Q2	$145K	Sell	1,923 -48	-2%	-$3.46K	﹤0.01%	1408
2023 Q1	$142K	Buy	1,971 +563	+40%	+$41.8K	﹤0.01%	1432
2022 Q4	$99.1K	Sell	1,408 -105	-7%	-$7.54K	﹤0.01%	1556
2022 Q3	$101K	Sell	1,513 -26	-2%	-$1.91K	﹤0.01%	1493
2022 Q2	$105K	Sell	1,539 -436	-22%	-$32.5K	﹤0.01%	1464
2022 Q1	$164K	Sell	1,975 -383	-16%	-$31.5K	﹤0.01%	1377
2021 Q4	$212K	Buy	2,358 +588	+33%	+$53.7K	﹤0.01%	1291
2021 Q3	$156K	Buy	1,770 +1,051	+146%	+$94.1K	﹤0.01%	1373
2021 Q2	$67K	Sell	719 -407	-36%	-$37K	﹤0.01%	2791
2021 Q1	$100K	Buy	1,126 +882	+361%	+$77.7K	﹤0.01%	1623
2020 Q4	$19K	Hold	244	–	–	﹤0.01%	2083
2020 Q3	$15K	Hold	244	–	–	﹤0.01%	1994
2020 Q2	$14K	Sell	244 -76	-24%	-$4.02K	﹤0.01%	1916
2020 Q1	$14K	Sell	320 -264	-45%	-$15.8K	﹤0.01%	1743
2019 Q4	$38K	Hold	584	–	–	﹤0.01%	1521
2019 Q3	$35K	Buy	584 +30	+5%	+$1.84K	﹤0.01%	1513
2019 Q2	$34K	Buy	+554	New	+$34.3K	﹤0.01%	1487
2018 Q4	–	Sell	-184	Closed	-$12K	–	2135
2018 Q3	$12K	Sell	184 -256	-58%	-$17.4K	﹤0.01%	1813
2018 Q2	$29K	Buy	+440	New	+$28.3K	﹤0.01%	1315

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's VTWO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.3% in Q2 2026, selling an estimated $66K and leaving 43,824 shares worth $5.32M. The position accounts for 0.03% of the portfolio, ranked #548.

Steward Partners Investment Advisory first reported a position in VTWO in Q2 2018 and has held it in 31 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Steward Partners Investment Advisory held 43,824 shares of Vanguard Russell 2000 ETF worth $5.32M as of Q2 2026.
Steward Partners Investment Advisory sold 581 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $66K.
Vanguard Russell 2000 ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #548 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Russell 2000 ETF in Q2 2018 and has held it in 31 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.