Summit Financial Consulting
VTWO icon

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
Q3 		$5.76M Sell
51,327
-17,152
-25% -$2.04M 4.22% 8
2026
Q2 		$8.31M Sell
68,479
-4,478
-6% -$508K 5.64% 4
2026
Q1 		$7.31M Buy
+72,957
New +$7.61M 5.23% 7

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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Summit Financial Consulting's VTWO Position: Q3 2026 in Review

Summit Financial Consulting reduced its Vanguard Russell 2000 ETF (VTWO) stake by 25% in Q3 2026, selling an estimated $2.04M and leaving 51,327 shares worth $5.76M. The position accounts for 4.22% of the portfolio, ranked #8.

Summit Financial Consulting first reported a position in VTWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.31M in Q2 2026. 138 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Summit Financial Consulting held 51,327 shares of Vanguard Russell 2000 ETF worth $5.76M as of Q3 2026.
  • Summit Financial Consulting sold 17,152 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $2.04M.
  • Vanguard Russell 2000 ETF made up 4.22% of Summit Financial Consulting's portfolio in Q3 2026, its #8 holding.
  • Summit Financial Consulting first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Summit Financial Consulting's Vanguard Russell 2000 ETF position peaked at $8.31M in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.