Planning Strategies Inc.’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Planning Strategies Inc.’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	$15.5K	Buy	+128	New	+$14.5K	0.01%	272

Other funds holding VTWO

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Planning Strategies Inc.'s VTWO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 128 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

289 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Planning Strategies Inc. held 128 shares of Vanguard Russell 2000 ETF worth $15.5K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #272 holding.
289 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.