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AE Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

AE Wealth Management’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 		$35.2M Buy
289,507
+7,349
+3% +$834K 0.16% 127
2026
Q1 		$28.3M Buy
282,158
+1,372
+0.5% +$143K 0.15% 150
2025
Q4 		$27.9M Buy
280,786
+9,598
+4% +$954K 0.16% 139
2025
Q3 		$26.5M Buy
271,188
+82,566
+44% +$7.66M 0.17% 132
2025
Q2 		$16.5M Buy
188,622
+21,436
+13% +$1.74M 0.12% 185
2025
Q1 		$13.5M Sell
167,186
-26,421
-14% -$2.32M 0.11% 200
2024
Q4 		$17.3M Buy
193,607
+13,180
+7% +$1.22M 0.15% 163
2024
Q3 		$16.1M Buy
180,427
+6,537
+4% +$566K 0.15% 158
2024
Q2 		$14.3M Sell
173,890
-55,898
-24% -$4.57M 0.14% 175
2024
Q1 		$19.5M Sell
229,788
-265,000
-54% -$21.4M 0.22% 120
2023
Q4 		$39.2M Sell
494,788
-102,329
-17% -$7.41M 0.2% 107
2023
Q3 		$42.7M Sell
597,117
-15,575
-3% -$1.18M 0.25% 78
2023
Q2 		$46.3M Sell
612,692
-7,027
-1% -$506K 0.28% 66
2023
Q1 		$44.7M Sell
619,719
-15,891
-3% -$1.18M 0.29% 63
2022
Q4 		$44.7M Buy
635,610
+69,321
+12% +$4.98M 0.32% 58
2022
Q3 		$37.7M Sell
566,289
-24,277
-4% -$1.79M 0.3% 67
2022
Q2 		$40.4M Sell
590,566
-94,403
-14% -$7.03M 0.32% 65
2022
Q1 		$56.8M Buy
684,969
+13,669
+2% +$1.12M 0.39% 51
2021
Q4 		$60.3M Buy
671,300
+12,938
+2% +$1.18M 0.42% 50
2021
Q3 		$58.2M Buy
658,362
+11,473
+2% +$1.03M 0.48% 40
2021
Q2 		$59.9M Buy
646,889
+4,825
+0.8% +$438K 0.52% 34
2021
Q1 		$57.2M Buy
642,064
+18,352
+3% +$1.62M 0.58% 29
2020
Q4 		$49.4M Sell
623,712
-67,288
-10% -$4.76M 0.56% 32
2020
Q3 		$41.8M Sell
691,000
-31,802
-4% -$1.93M 0.6% 30
2020
Q2 		$41.7M Buy
+722,802
New +$38.2M 0.64% 26
2020
Q1 		– Sell
-4,758
Closed -$317K – 1284
2019
Q4 		$317K Buy
+4,758
New +$302K 0.01% 881

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

AE Wealth Management's VTWO Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.6% in Q2 2026, buying an estimated $834K and bringing the position to 289,507 shares worth $35.2M. The position accounts for 0.16% of the portfolio, ranked #127.

AE Wealth Management first reported a position in VTWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $60.3M in Q4 2021. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • AE Wealth Management held 289,507 shares of Vanguard Russell 2000 ETF worth $35.2M as of Q2 2026.
  • AE Wealth Management bought 7,349 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $834K.
  • Vanguard Russell 2000 ETF made up 0.16% of AE Wealth Management's portfolio in Q2 2026, its #127 holding.
  • AE Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • AE Wealth Management's Vanguard Russell 2000 ETF position peaked at $60.3M in Q4 2021.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.