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Aegis Wealth Management (Maryland)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Aegis Wealth Management (Maryland)’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 		$243K Buy
+2,000
New +$227K 0.11% 146
2025
Q2 		– Sell
-3,500
Closed -$282K – 119
2025
Q1 		$282K Buy
+3,500
New +$307K 0.17% 99

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

Aegis Wealth Management (Maryland)'s VTWO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 2,000 shares worth $243K. The stake represents 0.11% of the portfolio and ranks #146 among its holdings. This is a return to the name: Aegis Wealth Management (Maryland) previously reported a position in VTWO as recently as Q1 2025.

Aegis Wealth Management (Maryland) first reported a position in VTWO in Q1 2025 and has held it in 2 quarters since. The position peaked at $282K in Q1 2025. 737 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 2,000 shares of Vanguard Russell 2000 ETF worth $243K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new Aegis Wealth Management (Maryland) position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.11% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #146 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 2 quarters since.
  • Aegis Wealth Management (Maryland)'s Vanguard Russell 2000 ETF position peaked at $282K in Q1 2025.
  • 737 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.