Sunbelt Securities’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sunbelt Securities’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	$7.62K	Sell	76 -151	-67%	-$15.7K	﹤0.01%	1563
2025 Q4	$22.6K	Hold	227	–	–	﹤0.01%	1222
2025 Q3	$22.2K	Buy	227 +141	+164%	+$13.1K	﹤0.01%	1232
2025 Q2	$7.68K	Sell	86 -7	-8%	-$569	﹤0.01%	1363
2025 Q1	$7.5K	Buy	93 +7	+8%	+$614	﹤0.01%	1325
2024 Q4	$7.67K	Buy	86 +44	+105%	+$4.06K	﹤0.01%	1366
2024 Q3	$3.75K	Hold	42	–	–	﹤0.01%	1501
2024 Q2	$3.44K	Hold	42	–	–	﹤0.01%	1462
2024 Q1	$3.57K	Hold	42	–	–	﹤0.01%	1420
2023 Q4	$3.41K	Hold	42	–	–	﹤0.01%	1378
2023 Q3	$3K	Buy	+42	New	+$3.19K	﹤0.01%	1407

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

Sunbelt Securities's VTWO Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard Russell 2000 ETF (VTWO) stake by 67% in Q1 2026, selling an estimated $15.7K and leaving 76 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Sunbelt Securities first reported a position in VTWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.6K in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Sunbelt Securities held 76 shares of Vanguard Russell 2000 ETF worth $7.62K as of Q1 2026.
Sunbelt Securities sold 151 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $15.7K.
Vanguard Russell 2000 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1563 holding.
Sunbelt Securities first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's Vanguard Russell 2000 ETF position peaked at $22.6K in Q4 2025.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.