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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
Q3 		$392K Sell
3,493
-20
-0.6% -$2.38K 0.01% 536
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's VTWO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.57% in Q3 2026, selling an estimated $2.38K and leaving 3,493 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #536.

Valeo Financial Advisors first reported a position in VTWO in Q1 2021 and has held it in 23 quarters since. The position peaked at $509K in Q3 2024. 29 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Valeo Financial Advisors held 3,493 shares of Vanguard Russell 2000 ETF worth $392K as of Q3 2026.
  • Valeo Financial Advisors sold 20 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $2.38K.
  • Vanguard Russell 2000 ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #536 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Vanguard Russell 2000 ETF position peaked at $509K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.