Unique Wealth
VTWO icon

Unique Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Unique Wealth’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
Q3 		$291K Sell
2,590
-208
-7% -$24.7K 0.03% 182
2026
Q2 		$340K Buy
2,798
+123
+5% +$14K 0.04% 170
2026
Q1 		$268K Buy
+2,675
New +$279K 0.04% 165

Other funds holding VTWO

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Fusion Capital
Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Unique Wealth's VTWO Position: Q3 2026 in Review

Unique Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 7.4% in Q3 2026, selling an estimated $24.7K and leaving 2,590 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #182.

Unique Wealth first reported a position in VTWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $340K in Q2 2026. 268 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Unique Wealth held 2,590 shares of Vanguard Russell 2000 ETF worth $291K as of Q3 2026.
  • Unique Wealth sold 208 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $24.7K.
  • Vanguard Russell 2000 ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #182 holding.
  • Unique Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Unique Wealth's Vanguard Russell 2000 ETF position peaked at $340K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.