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

Beaird Harris 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 		$608 Hold
5
– – ﹤0.01% 594
2026
Q1 		$501 Hold
5
– – ﹤0.01% 567
2025
Q4 		$498 Hold
5
– – ﹤0.01% 594
2025
Q3 		$490 Hold
5
– – ﹤0.01% 613
2025
Q2 		$437 Hold
5
– – ﹤0.01% 606
2025
Q1 		$404 Hold
5
– – ﹤0.01% 499
2024
Q4 		$447 Hold
5
– – ﹤0.01% 490
2024
Q3 		$447 Sell
5
-31
-86% -$2.68K ﹤0.01% 495
2024
Q2 		$2.91K Sell
36
-640
-95% -$52.3K ﹤0.01% 498
2024
Q1 		$57.5K Buy
676
+1
+0.1% +$81 0.01% 191
2023
Q4 		$54.8K Sell
675
-86
-11% -$6.23K 0.01% 178
2023
Q3 		$54.4K Sell
761
-268
-26% -$20.3K 0.01% 169
2023
Q2 		$77.8K Sell
1,029
-143
-12% -$10.3K 0.01% 144
2023
Q1 		$84.5K Buy
1,172
+129
+12% +$9.59K 0.02% 137
2022
Q4 		$73.4K Buy
1,043
+16
+2% +$1.15K 0.01% 157
2022
Q3 		$68K Buy
1,027
+55
+6% +$4.05K 0.01% 141
2022
Q2 		$66K Sell
972
-85
-8% -$6.33K 0.02% 120
2022
Q1 		$88K Buy
1,057
+149
+16% +$12.3K 0.03% 145
2021
Q4 		$82K Buy
+908
New +$82.9K 0.03% 185

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's VTWO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 5 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Beaird Harris Wealth Management first reported a position in VTWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $88K in Q1 2022. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Beaird Harris Wealth Management held 5 shares of Vanguard Russell 2000 ETF worth $608 as of Q2 2026.
  • Beaird Harris Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Russell 2000 ETF position peaked at $88K in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.