Sunrise Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sunrise Financial Services’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	$1.82K	Buy	+15	New	+$1.7K	﹤0.01%	414

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 22.96% 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

Sunrise Financial Services's VTWO Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 15 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Sunrise Financial Services held 15 shares of Vanguard Russell 2000 ETF worth $1.82K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Sunrise Financial Services position in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #414 holding.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.