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1 North Wealth Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

1 North Wealth Services’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 		$4.01K Sell
33
-25
-43% -$2.84K ﹤0.01% 246
2026
Q1 		$5.81K Hold
58
– – ﹤0.01% 186
2025
Q4 		$5.77K Buy
+58
New +$5.77K ﹤0.01% 198

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

1 North Wealth Services's VTWO Position: Q2 2026 in Review

1 North Wealth Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 43% in Q2 2026, selling an estimated $2.84K and leaving 33 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

1 North Wealth Services first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.81K in Q1 2026. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • 1 North Wealth Services held 33 shares of Vanguard Russell 2000 ETF worth $4.01K as of Q2 2026.
  • 1 North Wealth Services sold 25 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $2.84K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #246 holding.
  • 1 North Wealth Services first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1 North Wealth Services's Vanguard Russell 2000 ETF position peaked at $5.81K in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.