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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
Q3 		$1.62M Sell
14,442
-326
-2% -$38.7K 0.27% 25
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

WestHill Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.2% in Q3 2026, selling an estimated $38.7K and leaving 14,442 shares worth $1.62M. The position accounts for 0.27% of the portfolio, ranked #25.

WestHill Financial Advisors first reported a position in VTWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q2 2026. 65 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • WestHill Financial Advisors held 14,442 shares of Vanguard Russell 2000 ETF worth $1.62M as of Q3 2026.
  • WestHill Financial Advisors sold 326 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $38.7K.
  • Vanguard Russell 2000 ETF made up 0.27% of WestHill Financial Advisors's portfolio in Q3 2026, its #25 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • WestHill Financial Advisors's Vanguard Russell 2000 ETF position peaked at $1.79M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.