Bartlett & Co Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-8,655	Closed	-$861K	–	1365
2025 Q4	$861K	Hold	8,655	–	–	0.01%	279
2025 Q3	$847K	Sell	8,655 -249	-3%	-$23.1K	0.01%	277
2025 Q2	$777K	Buy	8,904 +249	+3%	+$20.3K	0.01%	284
2025 Q1	$698K	Buy	8,655 +3,000	+53%	+$263K	0.01%	288
2024 Q4	$505K	Buy	5,655 +1,705	+43%	+$157K	0.01%	323
2024 Q3	$353K	Buy	3,950 +3,628	+1,127%	+$314K	0.01%	375
2024 Q2	$26.5K	Buy	+322	New	+$26.3K	﹤0.01%	778
2022 Q3	–	Sell	-9	Closed	-$617	–	1285
2022 Q2	$617	Buy	+9	New	+$670	﹤0.01%	1263

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bartlett & Co Wealth Management's VTWO Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 8,655 shares — an estimated $861K sold.

Bartlett & Co Wealth Management first reported a position in VTWO in Q2 2022 and held it in 8 quarters. The position peaked at $861K in Q4 2025. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 8,655 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $861K.
Bartlett & Co Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and held it in 8 quarters.
Bartlett & Co Wealth Management's Vanguard Russell 2000 ETF position peaked at $861K in Q4 2025.
681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.