Bellevue Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bellevue Asset 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	$40.9K	Buy	336 +1	+0.3%	+$114	0.02%	193
2026 Q1	$33.7K	Hold	335	–	–	0.02%	207
2025 Q4	$33.4K	Buy	335 +51	+18%	+$5.07K	0.01%	196
2025 Q3	$27.8K	Buy	284 +1	+0.4%	+$93	0.01%	215
2025 Q2	$24.7K	Buy	283 +1	+0.4%	+$81	0.01%	219
2025 Q1	$22.8K	Hold	282	–	–	0.01%	221
2024 Q4	$25.2K	Buy	282 +76	+37%	+$7.01K	0.01%	218
2024 Q3	$18.4K	Buy	206 +66	+47%	+$5.71K	0.01%	234
2024 Q2	$11.5K	Buy	140 +10	+8%	+$818	0.01%	262
2024 Q1	$11K	Buy	+130	New	+$10.5K	0.01%	253
2021 Q1	–	Sell	-32	Closed	-$3K	–	661
2020 Q4	$3K	Sell	32 -52	-62%	-$3.67K	﹤0.01%	553
2020 Q3	$5K	Buy	84 +22	+35%	+$1.33K	﹤0.01%	408
2020 Q2	$4K	Hold	62	–	–	﹤0.01%	448
2020 Q1	$3K	Buy	62 +14	+29%	+$839	﹤0.01%	474
2019 Q4	$3K	Buy	+48	New	+$3.05K	﹤0.01%	410

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

Bellevue Asset Management's VTWO Position: Q2 2026 in Review

Bellevue Asset Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.3% in Q2 2026, buying an estimated $114 and bringing the position to 336 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #193.

Bellevue Asset Management first reported a position in VTWO in Q4 2019 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Bellevue Asset Management held 336 shares of Vanguard Russell 2000 ETF worth $40.9K as of Q2 2026.
Bellevue Asset Management bought 1 Vanguard Russell 2000 ETF share in Q2 2026, an estimated $114.
Vanguard Russell 2000 ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #193 holding.
Bellevue Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.