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

BCS Private 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	$1.95M	Buy	19,455 +3,505	+22%	+$365K	0.59%	45
2025 Q4	$1.59M	Sell	15,950 -400	-2%	-$39.8K	0.54%	45
2025 Q3	$1.6M	Buy	16,350 +30	+0.2%	+$2.78K	0.57%	43
2025 Q2	$1.42M	Buy	+16,320	New	+$1.33M	0.53%	44

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BCS Private Wealth Management's VTWO Position: Q1 2026 in Review

BCS Private Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 22% in Q1 2026, buying an estimated $365K and bringing the position to 19,455 shares worth $1.95M. The position accounts for 0.59% of the portfolio, ranked #45.

BCS Private Wealth Management first reported a position in VTWO in Q2 2025 and has held it in 4 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

BCS Private Wealth Management held 19,455 shares of Vanguard Russell 2000 ETF worth $1.95M as of Q1 2026.
BCS Private Wealth Management bought 3,505 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $365K.
Vanguard Russell 2000 ETF made up 0.59% of BCS Private Wealth Management's portfolio in Q1 2026, its #45 holding.
BCS Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.