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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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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. 113 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.
  • 113 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.