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

Angeles 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	$18.9K	Buy	+156	New	+$17.7K	﹤0.01%	602
2025 Q4	–	Sell	-156	Closed	-$15.3K	–	496
2025 Q3	$15.3K	Hold	156	–	–	﹤0.01%	394
2025 Q2	$13.6K	Buy	+156	New	+$12.7K	﹤0.01%	410
2024 Q3	–	Sell	-156	Closed	-$12.8K	–	354
2024 Q2	$12.8K	Hold	156	–	–	﹤0.01%	283
2024 Q1	$13.3K	Hold	156	–	–	﹤0.01%	277
2023 Q4	$12.7K	Buy	+156	New	+$11.3K	﹤0.01%	247

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

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

Angeles Wealth Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 156 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in VTWO as recently as Q3 2025.

Angeles Wealth Management first reported a position in VTWO in Q4 2023 and has held it in 6 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Angeles Wealth Management held 156 shares of Vanguard Russell 2000 ETF worth $18.9K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Angeles Wealth Management position in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #602 holding.
Angeles Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.