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

Base 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	$217K	Buy	+1,785	New	+$203K	0.1%	62

Other funds holding VTWO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

Base Wealth Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,785 shares worth $217K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings.

596 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Base Wealth Management held 1,785 shares of Vanguard Russell 2000 ETF worth $217K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Base Wealth Management position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.1% of Base Wealth Management's portfolio in Q2 2026, its #62 holding.
596 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.