Benjamin Edwards Inc’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Benjamin Edwards Inc’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	$690K	Buy	5,687 +3,387	+147%	+$385K	0.01%	946
2026 Q1	$230K	Buy	2,300 +133	+6%	+$13.9K	﹤0.01%	1268
2025 Q4	$216K	Buy	+2,167	New	+$215K	﹤0.01%	1234
2025 Q2	–	Sell	-2,813	Closed	-$227K	–	1208
2025 Q1	$227K	Buy	+2,813	New	+$247K	﹤0.01%	1011
2024 Q4	–	Sell	-3,300	Closed	-$295K	–	1143
2024 Q3	$295K	Buy	+3,300	New	+$286K	﹤0.01%	953

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

Benjamin Edwards Inc's VTWO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Russell 2000 ETF (VTWO) stake by 147% in Q2 2026, buying an estimated $385K and bringing the position to 5,687 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #946.

Benjamin Edwards Inc first reported a position in VTWO in Q3 2024 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Benjamin Edwards Inc held 5,687 shares of Vanguard Russell 2000 ETF worth $690K as of Q2 2026.
Benjamin Edwards Inc bought 3,387 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $385K.
Vanguard Russell 2000 ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #946 holding.
Benjamin Edwards Inc first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.