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Sunesis Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sunesis 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
Q2 		$1.96M Hold
16,182
– – 0.81% 19
2026
Q1 		$1.62M Sell
16,182
-608
-4% -$63.4K 0.73% 20
2025
Q4 		$1.67M Hold
16,790
– – 0.76% 20
2025
Q3 		$1.64M Buy
+16,790
New +$1.56M 0.77% 20
2025
Q1 		$1.36M Hold
16,893
– – 0.74% 20
2024
Q4 		$1.51M Buy
16,893
+1
+0% +$92 0.92% 17
2024
Q3 		$1.51M Buy
16,892
+1
+0% +$87 0.91% 18
2024
Q2 		$1.38M Hold
16,891
– – 0.82% 21
2024
Q1 		$1.44M Hold
16,891
– – 0.84% 21
2023
Q4 		$1.37M Hold
16,891
– – 0.83% 22
2023
Q3 		$1.21M Buy
+16,891
New +$1.28M 0.86% 20
2023
Q1 		$1.23M Buy
17,005
+1
+0% +$74 0.88% 18
2022
Q4 		$1.2M Sell
17,004
-146
-0.9% -$10.5K 0.77% 26
2022
Q3 		$1.14M Hold
17,150
– – 0.79% 26
2022
Q2 		$1.17M Sell
17,150
-1,911
-10% -$142K 0.76% 28
2022
Q1 		$1.58M Buy
19,061
+34
+0.2% +$2.8K 0.91% 24
2021
Q4 		$1.71M Buy
19,027
+2
+0% +$183 1.25% 18
2021
Q3 		$1.68M Buy
19,025
+49
+0.3% +$4.39K 1.3% 18
2021
Q2 		$1.76M Hold
18,976
– – 1.34% 16
2021
Q1 		$1.69M Buy
18,976
+26
+0.1% +$2.29K 1.35% 17
2020
Q4 		$1.5M Hold
18,950
– – 1.21% 17
2020
Q3 		$1.15M Sell
18,950
-768
-4% -$46.6K 1.02% 18
2020
Q2 		$1.14M Buy
19,718
+122
+0.6% +$6.45K 1.05% 18
2020
Q1 		$903K Buy
+19,596
New +$1.17M 0.91% 20

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunesis Advisors's VTWO Position: Q2 2026 in Review

Sunesis Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 16,182 shares worth $1.96M. The position accounts for 0.81% of the portfolio, ranked #19.

Sunesis Advisors first reported a position in VTWO in Q1 2020 and has held it in 24 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Sunesis Advisors held 16,182 shares of Vanguard Russell 2000 ETF worth $1.96M as of Q2 2026.
  • Sunesis Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.81% of Sunesis Advisors's portfolio in Q2 2026, its #19 holding.
  • Sunesis Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and has held it in 24 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.