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

WestHill 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 		$1.79M Sell
14,768
-113
-0.8% -$12.8K 0.31% 24
2026
Q1 		$1.49M Sell
14,881
-682
-4% -$71.1K 0.29% 25
2025
Q4 		$1.55M Buy
15,563
+691
+5% +$68.7K 0.29% 25
2025
Q3 		$1.45M Buy
14,872
+343
+2% +$31.8K 0.29% 25
2025
Q2 		$1.27M Buy
14,529
+556
+4% +$45.2K 0.27% 27
2025
Q1 		$1.13M Buy
13,973
+69
+0.5% +$6.05K 0.26% 26
2024
Q4 		$1.24M Sell
13,904
-27
-0.2% -$2.49K 0.28% 27
2024
Q3 		$1.24M Buy
13,931
+176
+1% +$15.2K 0.28% 27
2024
Q2 		$1.13M Sell
13,755
-150
-1% -$12.3K 0.27% 27
2024
Q1 		$1.18M Buy
13,905
+470
+3% +$37.9K 0.29% 25
2023
Q4 		$1.09M Buy
13,435
+90
+0.7% +$6.52K 0.29% 26
2023
Q3 		$953K Buy
13,345
+777
+6% +$59K 0.28% 26
2023
Q2 		$950K Buy
12,568
+102
+0.8% +$7.35K 0.27% 26
2023
Q1 		$899K Sell
12,466
-370
-3% -$27.5K 0.27% 26
2022
Q4 		$903K Sell
12,836
-143
-1% -$10.3K 0.29% 24
2022
Q3 		$865K Sell
12,979
-126
-1% -$9.28K 0.3% 26
2022
Q2 		$896K Buy
13,105
+105
+0.8% +$7.82K 0.3% 26
2022
Q1 		$1.08M Buy
13,000
+1,274
+11% +$105K 0.31% 26
2021
Q4 		$1.05M Buy
11,726
+519
+5% +$47.4K 0.3% 26
2021
Q3 		$991K Buy
+11,207
New +$1M 0.31% 25
2021
Q1 		$1.02M Sell
11,402
-1,444
-11% -$127K 0.36% 22
2020
Q4 		$1.02M Buy
+12,846
New +$908K 0.4% 19

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

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

WestHill Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.76% in Q2 2026, selling an estimated $12.8K and leaving 14,768 shares worth $1.79M. The position accounts for 0.31% of the portfolio, ranked #24.

WestHill Financial Advisors first reported a position in VTWO in Q4 2020 and has held it in 22 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • WestHill Financial Advisors held 14,768 shares of Vanguard Russell 2000 ETF worth $1.79M as of Q2 2026.
  • WestHill Financial Advisors sold 113 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Russell 2000 ETF made up 0.31% of WestHill Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.