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

Baron 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	$282K	Hold	2,326	–	–	0.07%	209
2026 Q1	$233K	Hold	2,326	–	–	0.07%	227
2025 Q4	$231K	Hold	2,326	–	–	0.07%	213
2025 Q3	$228K	Hold	2,326	–	–	0.08%	206
2025 Q2	$203K	Buy	+2,326	New	+$189K	0.07%	223
2025 Q1	–	Sell	-2,326	Closed	-$208K	–	237
2024 Q4	$208K	Hold	2,326	–	–	0.1%	177
2024 Q3	$208K	Buy	+2,326	New	+$201K	0.1%	189
2023 Q1	–	Sell	-5,870	Closed	-$413K	–	148
2022 Q4	$413K	Buy	+5,870	New	+$422K	0.32%	55

Other funds holding VTWO

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Baron Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 2,326 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #209.

Baron Wealth Management first reported a position in VTWO in Q4 2022 and has held it in 8 quarters since. The position peaked at $413K in Q4 2022. 132 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Baron Wealth Management held 2,326 shares of Vanguard Russell 2000 ETF worth $282K as of Q2 2026.
Baron Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #209 holding.
Baron Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 8 quarters since.
Baron Wealth Management's Vanguard Russell 2000 ETF position peaked at $413K in Q4 2022.
132 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.