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

Valeo 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 		$427K Sell
3,513
-191
-5% -$21.7K 0.01% 498
2026
Q1 		$371K Sell
3,704
-249
-6% -$26K 0.01% 479
2025
Q4 		$393K Sell
3,953
-818
-17% -$81.3K 0.01% 531
2025
Q3 		$467K Buy
4,771
+679
+17% +$63K 0.01% 475
2025
Q2 		$357K Buy
4,092
+15
+0.4% +$1.22K 0.01% 523
2025
Q1 		$329K Hold
4,077
– – 0.01% 509
2024
Q4 		$364K Sell
4,077
-1,621
-28% -$150K 0.01% 485
2024
Q3 		$509K Hold
5,698
– – 0.01% 404
2024
Q2 		$467K Buy
5,698
+1,570
+38% +$128K 0.01% 409
2024
Q1 		$330K Buy
4,128
+180
+5% +$14.5K 0.01% 471
2023
Q4 		$320K Sell
3,948
-9
-0.2% -$652 0.01% 472
2023
Q3 		$283K Hold
3,957
– – 0.01% 472
2023
Q2 		$299K Sell
3,957
-15
-0.4% -$1.08K 0.01% 435
2023
Q1 		$286K Buy
3,972
+40
+1% +$2.97K 0.01% 455
2022
Q4 		$277K Hold
3,932
– – 0.02% 408
2022
Q3 		$262K Sell
3,932
-12
-0.3% -$883 0.02% 387
2022
Q2 		$270K Sell
3,944
-30
-0.8% -$2.23K 0.02% 372
2022
Q1 		$329K Sell
3,974
-150
-4% -$12.3K 0.02% 427
2021
Q4 		$370K Buy
4,124
+302
+8% +$27.6K 0.02% 371
2021
Q3 		$338K Hold
3,822
– – 0.02% 375
2021
Q2 		$354K Buy
3,822
+42
+1% +$3.81K 0.02% 329
2021
Q1 		$337K Buy
+3,780
New +$333K 0.02% 338

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

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

Valeo Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 5.2% in Q2 2026, selling an estimated $21.7K and leaving 3,513 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #498.

Valeo Financial Advisors first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $509K in Q3 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Valeo Financial Advisors held 3,513 shares of Vanguard Russell 2000 ETF worth $427K as of Q2 2026.
  • Valeo Financial Advisors sold 191 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $21.7K.
  • Vanguard Russell 2000 ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #498 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Vanguard Russell 2000 ETF position peaked at $509K in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.