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

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

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. 744 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.
744 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.