Wealth Advisory Solutions
VTWO icon

Wealth Advisory Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealth Advisory Solutions’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 		$226K Buy
2,018
+1
+0% +$119 0.05% 144
2026
Q2 		$245K Sell
2,017
-2
-0.1% -$227 0.05% 133
2026
Q1 		$202K Buy
+2,019
New +$211K 0.05% 140

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Moody National Bank Trust Division
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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
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
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Advisory Solutions's VTWO Position: Q3 2026 in Review

Wealth Advisory Solutions increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.05% in Q3 2026, buying an estimated $119 and bringing the position to 2,018 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #144.

Wealth Advisory Solutions first reported a position in VTWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $245K in Q2 2026. 184 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Wealth Advisory Solutions held 2,018 shares of Vanguard Russell 2000 ETF worth $226K as of Q3 2026.
  • Wealth Advisory Solutions bought 1 Vanguard Russell 2000 ETF share in Q3 2026, an estimated $119.
  • Vanguard Russell 2000 ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #144 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Wealth Advisory Solutions's Vanguard Russell 2000 ETF position peaked at $245K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.