Beacon Bridge Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Beacon Bridge Wealth Partners’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	$1.66M	Sell	16,583 -1,187	-7%	-$124K	0.56%	46
2025 Q4	$1.77M	Sell	17,770 -1,598	-8%	-$159K	0.59%	43
2025 Q3	$1.89M	Sell	19,368 -266	-1%	-$24.7K	0.67%	37
2025 Q2	$1.71M	Sell	19,634 -677	-3%	-$55.1K	0.68%	35
2025 Q1	$1.64M	Sell	20,311 -153	-0.7%	-$13.4K	0.7%	37
2024 Q4	$1.83M	Sell	20,464 -774	-4%	-$71.4K	0.78%	35
2024 Q3	$1.9M	Sell	21,238 -3,313	-13%	-$287K	0.82%	34
2024 Q2	$2.01M	Sell	24,551 -1,699	-6%	-$139K	0.92%	29
2024 Q1	$2.23M	Sell	26,250 -6,468	-20%	-$521K	1.05%	28
2023 Q4	$2.65M	Sell	32,718 -2,430	-7%	-$176K	1.32%	23
2023 Q3	$2.51M	Buy	35,148 +3,510	+11%	+$266K	1.33%	22
2023 Q2	$2.39M	Buy	31,638 +10,047	+47%	+$724K	1.22%	21
2023 Q1	$1.56M	Buy	21,591 +5,103	+31%	+$379K	0.93%	23
2022 Q4	$1.16M	Buy	+16,488	New	+$1.18M	0.84%	23

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

Beacon Bridge Wealth Partners's VTWO Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 6.7% in Q1 2026, selling an estimated $124K and leaving 16,583 shares worth $1.66M. The position accounts for 0.56% of the portfolio, ranked #46.

Beacon Bridge Wealth Partners first reported a position in VTWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2023. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Beacon Bridge Wealth Partners held 16,583 shares of Vanguard Russell 2000 ETF worth $1.66M as of Q1 2026.
Beacon Bridge Wealth Partners sold 1,187 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $124K.
Vanguard Russell 2000 ETF made up 0.56% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #46 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Vanguard Russell 2000 ETF position peaked at $2.65M in Q4 2023.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.