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

Bernard 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
Q1 		$702 Hold
7
– – ﹤0.01% 320
2025
Q4 		$697 Hold
7
– – ﹤0.01% 314
2025
Q3 		$685 Buy
+7
New +$650 ﹤0.01% 302

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bernard Wealth Management's VTWO Position: Q1 2026 in Review

Bernard Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 7 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Bernard Wealth Management first reported a position in VTWO in Q3 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Bernard Wealth Management held 7 shares of Vanguard Russell 2000 ETF worth $702 as of Q1 2026.
  • Bernard Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Bernard Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.