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Three Bearings Fiduciary Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Three Bearings Fiduciary 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 		$6.31K Hold
52
– – 0.01% 154
2026
Q1 		$5.21K Hold
52
– – 0.01% 159
2025
Q4 		$5.46K Buy
+52
New +$5.17K 0.01% 164

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 22.9% 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

Three Bearings Fiduciary Advisors's VTWO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 52 shares worth $6.31K. The position accounts for 0.01% of the portfolio, ranked #154.

Three Bearings Fiduciary Advisors first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 52 shares of Vanguard Russell 2000 ETF worth $6.31K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #154 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.