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Ulland Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Ulland Investment 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 		$5K Buy
40
+2
+5% +$227 ﹤0.01% 203
2026
Q1 		$4K Buy
38
+1
+3% +$104 ﹤0.01% 198
2025
Q4 		$4K Hold
37
– – ﹤0.01% 196
2025
Q3 		$4K Buy
+37
New +$3.43K ﹤0.01% 207

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ulland Investment Advisors's VTWO Position: Q2 2026 in Review

Ulland Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 5.3% in Q2 2026, buying an estimated $227 and bringing the position to 40 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Ulland Investment Advisors first reported a position in VTWO in Q3 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Ulland Investment Advisors held 40 shares of Vanguard Russell 2000 ETF worth $5K as of Q2 2026.
  • Ulland Investment Advisors bought 2 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $227.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • Ulland Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.