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United Advisor Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

United Advisor Group’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 		$231K Buy
+1,902
New +$216K 0.02% 489

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

United Advisor Group's VTWO Position: Q2 2026 in Review

United Advisor Group opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,902 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #489 among its holdings.

740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • United Advisor Group held 1,902 shares of Vanguard Russell 2000 ETF worth $231K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new United Advisor Group position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #489 holding.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.