Summit Financial Consulting’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Summit Financial Consulting’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	$7.31M	Buy	+72,957	New	+$7.61M	5.23%	7

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

Summit Financial Consulting's VTWO Position: Q1 2026 in Review

Summit Financial Consulting opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2026: 72,957 shares worth $7.31M. The stake represents 5.23% of the portfolio and ranks #7 among its holdings.

676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Summit Financial Consulting held 72,957 shares of Vanguard Russell 2000 ETF worth $7.31M as of Q1 2026.
Vanguard Russell 2000 ETF was a new Summit Financial Consulting position in Q1 2026.
Vanguard Russell 2000 ETF made up 5.23% of Summit Financial Consulting's portfolio in Q1 2026, its #7 holding.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.