AMG National Trust Bank’s Vanguard Russell 2000 ETF VTWO Stock Holding History

AMG National Trust Bank’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	$76.4M	Buy	628,901 +91,352	+17%	+$10.4M	1.57%	17
2026 Q1	$53.8M	Buy	537,549 +119,997	+29%	+$12.5M	1.17%	19
2025 Q4	$41.6M	Buy	417,552 +85,462	+26%	+$8.5M	0.98%	25
2025 Q3	$32.5M	Buy	332,090 +24,062	+8%	+$2.23M	0.79%	30
2025 Q2	$26.9M	Buy	308,028 +122,568	+66%	+$9.97M	0.7%	30
2025 Q1	$15M	Buy	185,460 +102,320	+123%	+$8.98M	0.42%	45
2024 Q4	$7.42M	Buy	+83,140	New	+$7.67M	0.2%	76

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AMG National Trust Bank's VTWO Position: Q2 2026 in Review

AMG National Trust Bank increased its Vanguard Russell 2000 ETF (VTWO) stake by 17% in Q2 2026, buying an estimated $10.4M and bringing the position to 628,901 shares worth $76.4M. The position accounts for 1.57% of the portfolio, ranked #17.

AMG National Trust Bank first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

AMG National Trust Bank held 628,901 shares of Vanguard Russell 2000 ETF worth $76.4M as of Q2 2026.
AMG National Trust Bank bought 91,352 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $10.4M.
Vanguard Russell 2000 ETF made up 1.57% of AMG National Trust Bank's portfolio in Q2 2026, its #17 holding.
AMG National Trust Bank first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.