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 Q2	$1.94M	Sell	15,960 -3,495	-18%	-$397K	0.58%	47
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 $1.55T 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

BCS Private Wealth Management's VTWO Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 18% in Q2 2026, selling an estimated $397K and leaving 15,960 shares worth $1.94M. The position accounts for 0.58% of the portfolio, ranked #47.

BCS Private Wealth Management first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

BCS Private Wealth Management held 15,960 shares of Vanguard Russell 2000 ETF worth $1.94M as of Q2 2026.
BCS Private Wealth Management sold 3,495 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $397K.
Vanguard Russell 2000 ETF made up 0.58% of BCS Private Wealth Management's portfolio in Q2 2026, its #47 holding.
BCS Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Vanguard Russell 2000 ETF position peaked at $1.95M in Q1 2026.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.