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Trellis Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Trellis Wealth 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 		$616K Hold
5,071
– – 0.21% 31
2026
Q1 		$508K Buy
+5,071
New +$529K 0.19% 31

Other funds holding VTWO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Trellis Wealth Advisors's VTWO Position: Q2 2026 in Review

Trellis Wealth Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 5,071 shares worth $616K. The position accounts for 0.21% of the portfolio, ranked #31.

Trellis Wealth Advisors first reported a position in VTWO in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Trellis Wealth Advisors held 5,071 shares of Vanguard Russell 2000 ETF worth $616K as of Q2 2026.
  • Trellis Wealth Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.21% of Trellis Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.