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

Axxcess 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 		$241K Buy
+1,981
New +$225K ﹤0.01% 938
2025
Q4 		– Sell
-2,853
Closed -$279K – 1102
2025
Q3 		$279K Sell
2,853
-1,831
-39% -$170K 0.01% 776
2025
Q2 		$409K Buy
+4,684
New +$381K 0.01% 638

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,981 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VTWO as recently as Q3 2025.

Axxcess Wealth Management first reported a position in VTWO in Q2 2025 and has held it in 3 quarters since. The position peaked at $409K in Q2 2025. 426 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Axxcess Wealth Management held 1,981 shares of Vanguard Russell 2000 ETF worth $241K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #938 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Vanguard Russell 2000 ETF position peaked at $409K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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