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Tobias Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Tobias Financial 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 		$1.01M Sell
8,293
-22
-0.3% -$2.5K 0.13% 71
2026
Q1 		$833K Buy
8,315
+3
+0% +$313 0.12% 76
2025
Q4 		$827K Buy
8,312
+5
+0.1% +$497 0.12% 78
2025
Q3 		$813K Buy
8,307
+4
+0% +$371 0.12% 75
2025
Q2 		$724K Buy
8,303
+3
+0% +$244 0.12% 74
2025
Q1 		$669K Buy
8,300
+4
+0% +$351 0.13% 64
2024
Q4 		$741K Sell
8,296
-28
-0.3% -$2.58K 0.15% 62
2024
Q3 		$744K Buy
8,324
+8
+0.1% +$692 0.15% 56
2024
Q2 		$682K Sell
8,316
-106
-1% -$8.67K 0.15% 56
2024
Q1 		$716K Hold
8,422
– – 0.16% 58
2023
Q4 		$683K Hold
8,422
– – 0.17% 57
2023
Q3 		$602K Hold
8,422
– – 0.16% 63
2023
Q2 		$637K Sell
8,422
-193
-2% -$13.9K 0.17% 60
2023
Q1 		$621K Sell
8,615
-152
-2% -$11.3K 0.18% 57
2022
Q4 		$617K Hold
8,767
– – 0.2% 59
2022
Q3 		$584K Hold
8,767
– – 0.21% 58
2022
Q2 		$599K Sell
8,767
-10,686
-55% -$795K 0.2% 56
2022
Q1 		$1.61M Buy
+19,453
New +$1.6M 0.56% 36
2021
Q4 		– Sell
-8,942
Closed -$791K – 122
2021
Q3 		$791K Hold
8,942
– – 0.3% 46
2021
Q2 		$828K Sell
8,942
-108
-1% -$9.81K 0.33% 45
2021
Q1 		$807K Sell
9,050
-676
-7% -$59.6K 0.34% 44
2020
Q4 		$770K Hold
9,726
– – 0.35% 42
2020
Q3 		$588K Sell
9,726
-658
-6% -$39.9K 0.32% 43
2020
Q2 		$599K Buy
+10,384
New +$549K 0.35% 43

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

Tobias Financial Advisors's VTWO Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.26% in Q2 2026, selling an estimated $2.5K and leaving 8,293 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #71.

Tobias Financial Advisors first reported a position in VTWO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q1 2022. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Tobias Financial Advisors held 8,293 shares of Vanguard Russell 2000 ETF worth $1.01M as of Q2 2026.
  • Tobias Financial Advisors sold 22 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Russell 2000 ETF made up 0.13% of Tobias Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Tobias Financial Advisors's Vanguard Russell 2000 ETF position peaked at $1.61M in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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